Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 207.87

+1.2%

3:07 PM EST

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To: hpeace who wrote (15780)	9/30/1997 9:27:00 PM
From: Maverick	of 61433

There are a few things that can move the stock up during Networld & InterOp 97 1. A plethora of product announcements (see my post on ASND NEWS only thread) and Roadmap. 2. A confirmation to the effect that the MAX TNT SW problems habe been fixed. 3. There is no problem w/ the GRF performance. 4. The BB ratio and AR (Acct Recv) are good. 5. Assurance that the Gross and Op. Margin tumblings are just 1-time blip associated w/ sale promotion. So is acquisition charge. 6. And a good forward-looking statement which clears the earning visibility. 7. The GRF revenue ramps up significantly. 8. CSCO's AS5300 is not in te same class as MAX TNT. 9. The next generation GRF will leave CSCO's GSR in the dust winning carriers in the likes of Sprint, MCI, BBN,... 10. ASND hired a CFO so that Bob Dahl can work as Exec VP of business development. I believe most of the above line items will be delivered. It will be Mory's speech of his carrer. Every earning season will astonish us !

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