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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: Maverick who wrote (14477)9/25/1997 9:51:00 PM
From: Sector Investor   of 61433
 
<<I am afraid that in an effort to go all out trying to make the qtr more respectable, ASND depletes the order
pipeline and backlog for the next qtr at the expense of the next one.>>

Not a chance. The revs they "steal" from Q4 should be more than replaced
by "delayed" Q3 Europe revs moving to Q4. I took a stab at showing
possible impacts this AM - see below. The NTT contract is a BIG win for
the next three years - and if ASND becomes the same kind of "partner"
with them as UUNET is today, lookout. NTT is the 2nd largest phone company
in the world.

techstocks.com
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