Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 217.34

-1.5%

1:07 PM EST

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To: Tim Luke who wrote (15854)	10/1/1997 1:13:00 AM
From: hpeace	of 61433

I think I pointed out enough negatives. in fact in the sunday manifesto I listed that Europe and Japan had to happen and that all the MAX TNT problems needed to be resolved to make this qtr work. I mentioned the .02 for july earning and said that auguest wasn't much better. They don't have a switch for the back bone. they do ATM which mfg'ing corporations are not seeing a need to go to. I talked about their systems and merger problems which I think was 50% of their not knowing where they are profit and rev. wise. then there is their inventory problem and all the gottas that go with that. All of that is in several post on sunday. and monday afternoon, too many of them happened<ggg> BUt, ISDN, remote, internet and management oof those..they have cold. hopefully I'll get my expert internet person who buys thier prodcut in 6 figures to tell me about the engr prolems , the std. problems, etc. there is also adsl..what impact that has on ascend. as for ISDN, it's the safest route for me..and many others are not experimenting with the newer stuff since ISDN is so cheap now.

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