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


To: Techplayer who wrote (60717)4/9/1999 1:35:00 PM
From: Kenneth E. Phillipps  Read Replies (1) | Respond to of 61433
 
Gary and Brian - I am enjoying your dialogue. I just posted a comment re a study on IP Networks on the VOIP thread which concludes those networks are two years away.

Ken



To: Techplayer who wrote (60717)4/9/1999 1:53:00 PM
From: The Phoenix  Read Replies (3) | Respond to of 61433
 
Brian,

Good post. I agree 100% with everything you said. ASND clearly is not losing market share and they are the leader in ATM and frame switch sales. I suspect this won't change much in the short term.

Going forward there is no doubt in my mind that the networkers will continue to fuel growth in the securities market - one of the reasons I am heavily wieghted into technology. This coupled with ongiong consolidation I think provide investors with excellent opportunities to see 100%+ growth year over year for the next 5 years - easy! Like I said, it's not a competition, networking stocks are excellent plays on the expanding need for mulitservice communications.

OG