Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 202.23

-4.2%

Dec 2 3:59 PM EST

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To: Nazbuster who wrote (23192)	11/13/1997 11:05:00 AM
From: Harry Ehrlich	Read Replies (1) of 61433

Well, I like your outlook. As a consulting engineer, my job is to help companies improve efficiencies. And certainly companies will invest in improved efficiencies. Additionally, Greenspan was quoted this morning as saying that the Asian problems will not affect our prosperity. However, as an engineer, I can state, with absolute conviction, that most companies invest in improved efficiencies when they are doing well and can afford to spend. When times are tough, they bite the bullet. Tough times in Asia might halt spending. With a significant portion of Ascend's revenue coming from Asia, that signals a problem. So, as with all questions, they lead to other questions. Does anyone know how much exposure Ascend's competitors have in Asia? Maybe it's a level playing field. Harry

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