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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: craig crawford who wrote (30300)1/15/1998 1:33:00 PM
From: Glenn D. Rudolph  Read Replies (3) of 61433
 

COMS recent Asian sales were growing at 50%. U.S. sales were growing at around only
15%. I haven't read the 10Q yet but the TSC article said that last quarter Asian sales
FELL 5% year over year. 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.

It does appear Europe is picking up the slack.

Glenn
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