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Technology Stocks : Ascend Communications (ASND)
ASND 209.43-0.2%Dec 23 3:59 PM EST

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To: James Connolly who wrote (16555)10/6/1997 11:08:00 PM
From: hpeace   of 61433
 
1. they are in merger mania and are having trouble hitting on all cylinders with the five companies...
look at the edgar filing in august which said the sold 60+ million in july. need 100million and month to be on target.
they didn't do much better in august which meant that it all falls on sept. also they had a training shutdown for the new prodcuts CASCADE and alike. it cost them 25 million in sales, maybe 10-15% of that is lost forever and the rest is in 4q97. It also casued s/w problms early in MAX TNT which are fixed now but delayed their new prodcut release

2. The stds in europe and all the countires are differnet and all prodcut is on engr. hold...I think japan prodcut not ready either.

3. exchange2000.com
this link has bunches of reasons

Reasons they can make it..but it may take 3-6 months before stk is 50-60 again

1. I think europe is cleared up this next qtr/ Japan too

2. the big contracts will ship in mass UUNAT and alike. this prodcut line has higher margins too

3. time..mergers take time to get your act together and more has passed
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