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: Carmine Cammarosano who wrote (8123)	8/6/1997 5:23:00 PM
From: Glenn D. Rudolph	of 61433

Glenn, do you get a sense that 3COM stock is having difficulties ever since the CEO mentioned "margins" for this quarter...what do you make of it? Carmine, There is no question the Benhamou's comments about margin started a sell-off to some extent. It is my opinion the largest problem was the re-statement of earnings due to different accounting by USRX. Both statements were made during the same press conference so it is difficult to tell which had the most impact. I amy be too optimistic but I do not believe the margins will cause COMS much problem due to the better margins they receive from the USRX products. Ascend and USRX both had similar margins which is higher than the NIC cards and other more commodity items. There is clearly little margin in consumer modems but the remote access equipment still has a good margin as far as I know. Glenn

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