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Technology Stocks : Ascend Communications (ASND)
ASND 207.04+0.7%Dec 8 3:59 PM EST
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To: Larry J. who wrote (23209)11/13/1997 12:49:00 PM
From: Nick Tingle   of 61433
 
Isn't the problem not the current levels of sales in Asia but rather the expected growth of Asian sales? Does anyone know what proportion of future sales growth analysts were expecting from Asia? (Was it going to stay at 5%, or (more likely) expected to grow to 10%, 20% as Japan has)?

In other words, if Asia was expected to contribute a steadily increasing proportion of sales going forward, but is now going to increase (say) no faster than domestically, this could have a bigger effect on future earnings than the 5% exposure figure would seem to indicate.
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