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Technology Stocks : Ascend Communications (ASND)
ASND 220.42+4.9%Dec 12 9:30 AM EST

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To: jach who wrote (32794)2/2/1998 1:22:00 PM
From: The Phoenix   of 61433
 
depends on how the overall segment was viewed for mkt share - ATM is used in both LAN and WAN and if they count LAN in mkt share it's misleading as CSCC does not participate in LAN- looking at a particular report and breaking down in details can tell the actual story -

Jach, I already stated that the numbers I posted were WAN only. Kay?

Second, Analysts don't post quarter to quarter results. The switch business is very lumpy. One deal (like NTT perhaps?) and all of the sudden it looks like you're blowing away the market. The question is what is the performance over the long run.

Gary (not Korn)
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