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Technology Stocks : ASND - longterm investors with short term worries
ASND 203.52-1.2%3:59 PM EDT

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To: Jinfu Chen who wrote (48)11/6/1997 1:25:00 AM
From: Jinfu Chen  Read Replies (1) of 67
 
There is a good possibility that why ASND will make its number this quarter and I wonder why it has not been mentioned.

Midway into last quarter ASND mgmt realized the quarter is bad and they did an SEC filing. Since they knew the quarter is going to bad they probably postponed significant booking into this quarter, a practice that is quite common in the industry.

This could explain why the same mgmt is quite confident about making its number this quarter this early in the quarter, knowing significant revenue has been shifted.

And the CSCC merger is probably getting completed in terms of getting rid of overlapping resources, thus a better grip in the cost side.

When will this quarter's number be announced? I hope the January effect will help too.
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