Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 205.90

-1.3%

3:53 PM EST

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To: D.J.Smyth who wrote (8054)	8/5/1997 9:08:00 PM
From: Paul Barr	of 61433

Darrell, To All: I just listened to the CSCO conference call and that along with NN's warning, I am more bullish than ever on ASND. Which means the stock will go down. From the CSCO conference call, it sounds like ASND is the only networker doing well in Europe(specifically France) and Japan. Also, Cascade seems to be doing extremely well against Stratacom. Stratacom's bookings were flat sequentially, while Cascade's were above 1. I own both ASND and CSCO and no other networkers, so I tried not to be biased. CSCO agrees with ASND that going forward things are doing much better. Paul

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