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Technology Stocks : Ascend Communications-News Only!!! (ASND)
ASND 210.44-3.1%11:42 AM EST

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To: Chi-X who wrote (448)11/3/1997 3:46:00 PM
From: Maverick  Read Replies (1) of 1629
 
Let's look at sequential rev. growth of the big 5.
CSCO
Quarter Ending 04/28/96 07/28/96 10/26/96 01/25/97 04/26/97 07/26/97
Revenue (MMs) 985.1 1292.2 1434.8 1592.4 1647.9 1765.1
Seq.increase(%) 31 11 11 3.5 7

ASND
Quarter Ending 06/30/96 09/30/96 12/31/96 03/31/97 06/30/97 09/30/97
Revenue (MMs) 23.3 154.0 177.5 202.4 311.7 270.4
Seq.increase(%) 561 153 14 54 -13

COMS
Quarter Ending 05/31/96 08/31/96 11/30/96 02/28/97 05/31/97 08/31/97
Revenue (MMs) 660.3 707.0 820.3 786.8 829.9 1600.9
Seq.increase(%) 7 16 -4 5.48 +USRX

CS
Quarter Ending 05/31/96 08/31/96 11/30/96 02/28/97 05/31/97 08/31/97
Revenue (MMs) 315.1 338.6 359.0 380.6 362.7 371.3
Seq.increase(%) 7.46 6 6 -4.7 2.4

BAY
Quarter Ending 06/30/96 09/30/96 12/31/96 03/31/97 06/30/97 09/30/97
Revenue (MMs) 535.5 522.7 514.5 512.9 543.0 601.3
Seq.increase(%) -2.4 -1.6 -0.3 5.9 10.7

CSCO has been growing <= 11% since 10/26/96.
Therefore, ASND's just announced seq. growth of 10% is very decent, outperforming the NW sector sequentially.
COMS, BAY, CS grow slower than 11% sequentially in 1997.
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