Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 212.33

+1.1%

Nov 28 9:30 AM EST

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To: Paul Barr who wrote (7896)	8/2/1997 8:11:00 PM
From: Glenn D. Rudolph	of 61433

Zacks Company Report: CSCO Zacks analyst watch report: CSCO Page: 1 CISCO SYSTEMS 7/26/97 ZACKS ANALYST WATCH MEAN HIGH LOW NUMBER MEAN CHG EST LAST MNTH ($) FISC YR END 7/98 2.62 2.79 2.31 34 0.00 FISC YR END 7/97 2.05 2.09 2.00 35 0.00 VS ACTUAL 7/96 1.37 QUARTER END 7/97 0.55 0.57 0.52 30 0.00 VS ACTUAL 7/96 0.41 QUARTER END 10/97 0.58 0.61 0.54 22 0.00 VS ACTUAL 10/96 0.47 NEXT 5 YR GRTH (%) 33.59 44.00 25.00 28 -0.27 ESTIMATES & ACTUALS ARE BOTH EPS BEFORE XTRAS & OTHER NRI'S ------------------------------------------------------------------------ Zacks analyst watch report: CSCO Page: 2 CISCO SYSTEMS 7/26/97 WALL STREET RECOMMENDATIONS CSCO RANKED 16/ 56 IN COMP-NETWORKS IND RANKED 133/211 R R R R R R R R R R I I I R R R I I I R R I I I N I I I Z N N N I N N R N N -------- -------- -------- -------- -------- STRONG MODERATE HOLD MODERATE STRONG BUY BUY SELL SELL N = NATIONAL RETAIL BROKER; I = INSTITUTIONAL BROKER R = REGIONAL BROKERAGE FIRM; Z = ZACKS INDICATOR RANKING (EPS FORECAST REVISION MODEL) ( + UPGRADE SINCE LAST WEEK; - DOWNGRADE ) ------------------------------------------------------------------------ Zacks analyst watch report: CSCO Page: 3 CISCO SYSTEMS 7/26/97 COMPANY VS INDUSTRY ---------- EPS GROWTH RATES -------- P/E ON LAST 5 YRS 97/96 98/97 NXT 5 97 ACTUAL (%) (%) (%) YRS(%) EPS COMPANY 76.7 49.6 28.0 33.5 38.9 IND: COMP-NETWORKS 15.4 8.5 32.6 27.4 40.0 (T=298) S & P 500 12.6 10.9 5.6 7.6 21.0 ------------------------------------------------------------ COMPANY-INDUSTRY 61.3 41.1 -4.6 6.1 -1.1 COMPANY-S&P 64.1 38.7 22.4 25.9 17.9 ------------------------------------------------------------------------ Zacks analyst watch report: CSCO Page: 4 DISTRIBUTION OF EPS ESTIMATES HISTOGRAM AS OF 7/26/97 CISCO SYSTEMS FY1 - 9707 FY2 - 9807 35 ESTS. 34 ESTS. OO XX X XX X XXX X O X XXX X XX X X XXX X XX X X XXX X XXOX OX XXX XX XXXX XXXXX XXX X X X O XX XXXXX X !-----!-----!-----!-----! !-----!-----!-----!-----! 2.00 2.05 2.10 2.15 2.20 2.31 2.46 2.61 2.76 2.91 "X" = EPS ESTIMATE ($) "O" = THREE MOST RECENT ESTS. ------------------------------------------------------------------------ Zacks analyst watch report: CSCO Page: 5 7/97 QTR: CISCO SYSTEMS 10/97 QTR: EXP.REPT: 8/ 5/97 EXP.REPT: 11/ 5/97 OX X O X OXX X O X XXX X X XO OXXX XX X XXX XXXX XX X XXX XXXXX XX XXX X XXX !-----!-----!-----!-----! !-----!-----!-----!-----! 0.52 0.57 0.62 0.67 0.72 0.54 0.59 0.64 0.69 0.74 MEAN 0.55 (30) MEAN 0.58 (22) MOST ACC 0.54 ( 3) MOST ACC 0.58 ( 3) ------------------------------------------------------------ QTR END % SURPRISE ACTUAL ESTIMATE STD DEV. # ANALYSTS 7/97 N/A N/A 0.55 0.01 30 4/97 -0.19 0.52 0.52 0.02 30 1/97 2.68 0.51 0.50 0.01 33 ------------------------------------------------------------------------ Zacks analyst watch report: CSCO Page: 6 CISCO SYSTEMS -NMS - 2.000 2/20/96 - 4086 EMPLOYEES ,"CISCO SYSTEMS INC. YEAR EPS BEFORE XTRAS & NRI'S -CUR- HI/LO 1ST 2ND 3RD 4TH YR( 7) PRICE 79 80/ 46 98 0.58E 0.63E 0.67E 0.72E 2.62E PRC/EPS 41 48/ 26 97 0.47 0.51 0.52 0.55E 2.05E REL P/E 1.8 2.7/1.4 96 0.28 0.31 0.37 0.41 1.37 YLD 0.00 IAD NA SINCE 10/87 DEC SLS(MM$) NET(MM$) EPS-XNRI EPS-REP DIV/SH HIGH LOW 96 4096 913 1.37 1.37 NONE 68 42 95 1978 421 0.72 0.72 NONE 42 17 94 1243 314 0.60 0.60 NONE 18 11 ------------------------------------------------------------------------ Zacks analyst watch report: CSCO Page: 7 OPERATIONAL ANALYSIS SEGMENT INFORMATION NOT PROVIDED SHARES 676.1/OWNED BY 0.51% INSIDERS; 63.25% INSTITUTIONS - -PAID $ ," COMPARISON OF 1996 AND 1995 NET SALES GREW TO $4,096 MILL ION IN 1996 FROM $2,233 MILLION IN 1995. THE 83.5% INCREASE IN NET SALES DURING THE YEAR WAS PRIMARILY A RESULT OF INCRE ASING UNIT SALES OF THE CISCO 7500 SERIES; CONTINUED STRONG SALES OF ACCESS BUSINESS UNIT PRODUCTS, INCLUDING THE CISCO 4500 AND CISCO 2500 SERIES; AND CONTINUED MARKET ACCEPTANCE OF THE COMPANY'S WORKGROUP BUSINESS UNIT PRODUCTS CONTINUED ------------------------------------------------------------------------ Zacks analyst watch report: CSCO Page: 8 OPERATIONAL ANALYSIS CONTINUED , PARTICULARLY THE CATALYST 5000. IN CONNECTION WITH THE ACQ UISITION OF STRATACOM, INC., THE COMPANY FORMED THE WAN BUSI NESS UNIT, WHICH CONSISTS OF THE IPXO, BPX, IGX AND AXIS PRO DUCT LINES. SALES OF THESE PRODUCTS INCREASED FROM 1995 LEVE LS PRIMARILY BECAUSE OF AN INCREASE IN DEMAND FOR ASYNCHRONO US TRANSFER MODE (ATM) CELL SWITCHING PRODUCTS BY PUBLIC CAR RIER CUSTOMERS. END ------------------------------------------------------------------------ Paul, I feel ASND is undervalued too. I tried to buy more Friday at a price limit but ASND did not hit my limit. ASND is my largest position at present. Glenn

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