Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 209.43

-0.2%

Dec 23 3:59 PM EST

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To: Sector Investor who wrote (9226)	8/19/1997 1:33:00 PM
From: vegetarian	of 61433

>>It appears there is strong European demand developing for Ascend's products. However, we believe that Ascend is somewhat concerned about the timing of this demand. << Why is ASCEND concerned about the timing? is it because they counted on revenue from this demand to meet the Q estimates implying that the Q will be fried or is it because this is additional demand and they are concerned about being able to produce to meet the demand. Considering that ASND has made bullish statements about Europe and Japan in the past former appears to be more likely. If their Q is fried (a concern expressed by many), ASND could be picked up real cheap by being patient until the next Q earnings.

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