SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Ascend Communications (ASND) -- Ignore unavailable to you. Want to Upgrade?


To: The Phoenix who wrote (60721)4/9/1999 1:59:00 PM
From: polarisnh  Read Replies (2) | Respond to of 61433
 
Gary,

OT As part of this consolidation in the industry why is 3Com getting the crap beat out of it? First of all, I am not a big 3Com fan but these guys are awfully cheap right now. As many of us have mentioned before there is room for more than one or two players in this field.

They have got to be worth $25 to $30 a share right now. What does Mr. Cisco think about this second-string player up the street? <G>

Cheers,

Steve



To: The Phoenix who wrote (60721)4/9/1999 2:36:00 PM
From: Mighty Mizzou  Read Replies (2) | Respond to of 61433
 
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.


Dang, OG, you have more personalities than Sybil.

GO ASND!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!



To: The Phoenix who wrote (60721)4/9/1999 3:33:00 PM
From: Techplayer  Respond to of 61433
 
Gary,

I agree with you. I am fully invested in technology, 60+% in networking. Until this new build-out slows, it will be an extremely profitable place to be. CSCO and LU/ASND are extremely aggressive, growing companies. i am very excited about the potential for my portfolio for the next 2 years.

regards,

Brian