Ascend Communications (ASND) Message Board

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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: Jack Colton who wrote (60927)	4/27/1999 3:41:00 PM
From: Mr.Fun	Read Replies (3) of 61433

An hour before first quarter earnings are announced and not a peep from the assembled faithful. Never thought the ASND crowd would grow so complacent. FWIW some thoughts on the quarter results: 1. Revenues will be strong - This has always been a big quarter for remote access - all those holiday PCs - and this has been no exception. Expect RAC revenues up 20% or more sequentially with improving margins driven by the new modem cards. Core Systems installed a lot of switches in the quarter, but management has been deferring switch revenue in the quarters where RAC is strong. 2. Will Mory go out in a blaze of glory? ASND has a nest egg of about $75 million in deferred revenues - if management decides to draw down this balance, even a little, it should mean 2-3 cents to earnings - the difference between meeting extimates or blowing them out. 3. The call will be almost obscenely bullish - integration planning is going very well and the finish line is in sight. I think we'll see 39 cents on better than $515m in sales - enough to offset today's downward movement. Any other predictions?

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