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Technology Stocks : Ascend Communications (ASND) -- Ignore unavailable to you. Want to Upgrade?

To: Mighty Mizzou who wrote (60208)	3/2/1999 7:27:00 PM
From: Bindusagar Reddy	Respond to of 61433

Mighty, COMS said the slow down was in ENTERPRISE SEGMENT IN US and Latin Americas. They did not say ISP slowdown. I have been saying this for last 3 months that 1999 will see a significant slowdown in EP spending and will see ACCELERATED SPENDING BY ISPs and Carriers. ASCEND gets less than 5% of revenues from Enterprise segment and 95% from Service provider and carrier market which is very healthy and will accelerate this year as the demand for data increases. second reason for the enterprise slowdown is outsourcing of their networks to Carriers like T and Worldcom. If wallstreet does n't realize this it is an opportunity for smart people to unload CSCO(75% ENTERPRISE REV)and get on to ASND/LU, NT. You know wallstreet morons who play with OPM(Other peoples money) ultimately realize this, usually late into the game. Regards, BR