Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 204.41

-1.0%

Nov 14 9:30 AM EST

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To: Bill Edwards who wrote (21755)	11/7/1997 9:51:00 AM
From: pass pass	Read Replies (1) of 61433

CSCO is the MSFT in NW, if they want to get into some market, their share will certainly go from 0% to x% at the beginning. The question is will they go from x% to 2x%, 3x%, et al. If the rev. would fall short, why the new CFO Michael Ashby put his reputation and his career on the line (he's only 48, too early to retire yet) saying (after 3 days in the office) that the company is COMFORTABLE with 4th qrt and FY1998's consensus? There is a lot of fear right now, exactly the same as CSCO at 40s and PAIR at teens. Just think about which company CSCO fears/hates/bashes most?

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