Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 210.52

-1.0%

1:26 PM EST

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To: Peter Piper who wrote (35922)	2/23/1998 8:47:00 AM
From: Gary Korn	of 61433

Can what affected CIEN also affect ASND? Since the big hit to Ciena was the fact that Worldcom is changing their purchasing from 2 year to just in time. Could this affect ASND as well? Worldcom owns UUNET which is a very big customer of ASND. Peter, Excellent point. Just-in-time ordering should impact all WCOM suppliers, and if the corporate dictate applies to UUNET (a 10% customer of ASND), it would clearly have an impact. I wonder if that is one reason why ASND's RAS line is flat? As the answer is unclear, this is an important question to ask of ASND IR. I will do so when I call, and I hope someone esle will make the same inquiry. Gary Korn

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