Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 197.10

+0.1%

1:24 PM EST

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To: Roger who wrote (13577)	9/19/1997 11:05:00 AM
From: Scott	of 61433

Valuation- Does anyone have insight into this stocks current prospects going forward. The reason being- Looking at Robert Stephens & Co. research piece- 1996A of .99 1997E of 1.17 1998E of 1.29 That growth of 18% 96 to 97 and 97 to 98 of 10%...Is this guy out of his mind or do we have a major problem. I have been assuming min. growth of 30% plus ..If these numbers are even close we have a stock/company with a major problem..The stock would be fairly valued at best...With very limited upside..What I find curious about the report is that they still have a 3-yr growth rate of 30%...From these numbers it sure dosn't look like they are using that to forcast the numbers...Looking at anylsts in this industry..which do you believe has the best handle of the industry...I would vot for ML/Joe Bellace ...H & Q's Joe Noel and JP Morgan's William Rabin... Robert Stephens report on the Networking Industry- June Qtr...is pretty detailed and looks to be good research. Question? Do we have a company growing at 30%..or is it a troubled company growing at a much lower growth rate whcich justifies..a lower multiple and lower price...ie it's fairly valueled at these levels..

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