Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 197.70

-4.5%

2:50 PM EST

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To: craig crawford who wrote (30300)	1/14/1998 8:16:00 AM
From: Sector Investor	of 61433

<<The Asian crisis has only begun! The full effects won't be felt for a few more quarters. Can we assume that in a few quarters COMS will have declines of 10%-15% in Asia? Looks to me like it's not zero growth from Asia, it's declines from Asia.>> For consumer companies this could well be. I read of some poor Koreans donating their Gold wedding rings to the government - anything to do their part in times of crisis. They aren't about to rush out and buy a COMS modem to connect to the Internet, are they? However, enterprises, governments and infrastructure companies realise that communications technology is a key to their future. I think spending will continue - maybe not huge growth, but continue it will. ASND could get 0 growth in Asia, while COMS sees declines, IMO.

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