Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 206.71

-0.9%

12:39 PM EST

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To: 16yearcycle who wrote (15057)	9/29/1997 8:40:00 PM
From: C.N.S.	of 61433

>>Why should it not fall to about 15, which is a pe of 15-20, and a multiple of 2.5x sales? If you think it can't possibly go that low, how low can it go----18, 20, 25? 25 is 4.25X sales, not exactly cheap. coms fell to 2x sales or less.<< Because COMS has a very high % of commodity products (as % of revenue). (modems, adapters, shared media). ASND, on the other hand, has only high-end software-intense (& hence proprietary & hence less immune to commoditization) products. Hence the PS figures from COMS cannot be applied to ASND. But as you said, 25 is not unrealistic. (I hope not though). Shivu

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