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Technology Stocks : Ascend Communications (ASND)
ASND 210.50+0.5%Nov 21 9:30 AM EST

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To: Finder who wrote (19880)10/30/1997 12:14:00 PM
From: JMD  Read Replies (1) of 61433
 
Growing companies that communicate well with Wall Street get rewarded with higher valuations (p/e or p/s). Fewer surprises gives analsyts more certainty

Mory is very poor in this area, obviously. He probably won't get any better either, which is unfortunate for shareholder value. I keep a lists of companies that communicate well and those that communicate poorly. Some companies are so-so and I don't include them;

Good communication
MSFT
INTC
CSCO
WDC
HD

Poor Communication
ASND (TOPS THE LIST)
AMD
SEG
PAIR
MOT

I would be interested if anyone can add to either list. Ending up on the "poor" list would not necessarily keep me from investing, but it would affect my estimate of a companies value since Wall Streets estimate has more effect than mine.

I am just trying to get something out of a very frustrating investment

John
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