Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 209.98

+4.3%

Dec 11 3:59 PM EST

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To: dougjn who wrote (8263)	8/9/1997 8:12:00 PM
From: giles	of 61433

Doug, It seems to me that ASND has in fact done very well as a company since inception and that MGMT has been forthright. I have not seen anything slightly deceptive. They did state their 3rd QRTR prospects were good, but so did CSCO. What's the difference? MSFT always warns that their pace cannot continue and that things may be soft. How has this helped? No one ever believes them now. It's like a child crying wolf. When things do get worse, how will we know? INTC issued earnings warnings because they needed to. I think ASND believes in their products as do many customers and their sales have been phenomenal. In their conference call they said Europe was going to be slow because Europe is slow in summer because of vacations. They said Japan's high performance in sales would return to normal this QTR. I feel MGMT has been honest. I'm unclear why you don't feel that way.

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