Cascade Communications (CSCC) Message Board

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Technology Stocks : Cascade Communications (CSCC)

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To: Heg Heg who wrote (2986)	3/19/1997 9:04:00 PM
From: Kirbin Lum	of 3743

Interesting thing is that in the earnings report before the last, CSCC CEO's pre-earnings interview on CNBC was VERY upbeat/bullish and ASND's CEO was very moderate and left me with the impression that there was something to worry about, he reported that the markets high expectations on ASND performance was a bit high and not realistic and that 30-50% growth was more like it. As it turns out CSCC reported somethin on the order of 150% growth while ASND reported better than 200%. I do like the potential for ASND' backlog and delay of reporting TNT earnings to this quarter as a basis for possible earnings surprise. ASND does seem to have a good grip on how to present their earnings. Perhaps CSCC over compensated for their bullishness two quarters ago, and downplayed their story a little too much last time around....I hope!!!

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