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Strategies & Market Trends : Lizard King's Trading Swamp
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To: sepku who wrote (422)8/12/1997 9:42:00 AM
From: Pullin-GS   of 7396
 
The .02 July number is from an 8Q filing on the 11th and was disimated at 10:30ish AM or so. Unforturnately I jumped on an "oportunity" to get into ASND again below 48...before Monty opened his mouth. As soon as I found out I dumped. I have been accumulating since ASND filled most of the 43 7/8 - 45 gap below. I am at 45ish right now average. We have already had some downgrades yesterday. Expect more. If their is blood in the street (38-39ish) expect alot of upgrades and a surge forward. We should not see lower, and I don't expect we will see it anytime soon. In the mean time July's numbers can not be thought of as 1/3 of total estimates. We have had a merger on a large scale...CSCC sales pukes have been learning "the ASND way". The July numbers where expected to be lower that the August and September, due to July being "back end loaded" meaning those backorders will probably come in during last August and into September. This is due mainly in part to the new product line scaling up to support past and present orders for the 56K analog dial up (supported by rockwell KFlex chip set). They new chip set was not available until recently.

Make what you will from above...I'm in for some trades, and maybe long term when things settle.

PRB
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