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


To: The Phoenix who wrote (60524)4/1/1999 10:28:00 AM
From: Techplayer  Read Replies (1) | Respond to of 61433
 
Gary,

I realize this. As I have mentioned before, I am long CSCO and ASND/LU. There will be enough customers going in both directions (IP vs. circuit switch) to keep both companies in the black and growing for the foreseeable future. Good luck.

BTW, and please pardon my spamming, but do you have an opinion on a small company called ELON that is working with CSCO on IP based, home/building automation? Their annual report states that CSCO has an in-house project for home automation to be based on IP and Lonworks. I am very interested in the technology (building a smart house) but am unsure of market size.

Brian