Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 205.50

-1.5%

3:59 PM EST

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To: Ron Pratt who wrote (33429)	2/5/1998 9:09:00 AM
From: jim detwiler	of 61433

research on strength of sales Europe: We believe that ASND continues to experience strong re-acceleration of growth in access concentrator port deployment throughout Europe. We expect this trend to continue over the next several quarters. We believe that customer's satisfaction with the planned feature/function upgrades to the TNT will be a key success factor for ASND in Europe over the next several quarters. Asia-Pacific: Overall, it appears that while regional growth may have slowed during the December quarter, nearly no orders were canceled due to the weakened Macroeconomic environment. We expect Japanese customers to continue to push out their orders, 5% of December `97 sales, into the September and December quarters with little to no cancellation expected throughout 1998. It appears that China is beginning to take initial shipments of product.

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