Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 209.98

+4.3%

3:59 PM EST

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To: TimbaBear who wrote (14648)	9/27/1997 7:49:00 AM
From: Sector Investor	of 61433

<<What happens if ASND beats the original estimates?.....I mean if the CSCC line is strong, the European deliveries are not as bad as the hype, NTT wanted some product right away and so did UUNET.....couldn't the possibility be that both Q3 and Q4 look great?>> Well, I haven't heard any fat lady singing yet! The Europe thing looks real but unsized, and CSCC is known to be strong in this qtr, so why not? Right now ASND has 58% of revs of the merged company and thats all any analysts seem to be looking at. I believe that by this time next year CSCC will be the larger contributor to revenues. Everyone has glossed over the June CSCC Datacraft contract, which was also a three year deal, to Asia and 17 provinces in China. Add the NTT contract and whatever else they have cooking, and I think CSCC growth is about to explode.

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