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Technology Stocks : Ascend Communications (ASND)

ASND 211.05

-0.7%

Dec 1 3:59 PM EST

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To: Thomas M. who wrote (24955)	11/29/1997 1:11:00 PM
From: scott maragioglio	Read Replies (1) of 61433

Thomas, I read the Bernstein report and that report does'nt sit right at all. If you are familiar w/ the situation the conclusions in that report don't make sense. I took a look at NN, the growth that they are seeing in their ATM line is torrid. 14% sequentially! The mainstreet is a great product but you never see that kind of revenues and order growth from mrkt share increases alone. On top of that ASND is seeing CSCC do very well since the merger. Cisco is not reporting any problems w/ ATM sales,( quite the opposite). So where is the mrkt share coming from? I don't know where Bernstein is getting their #'s from but if I look at the individual players in ATM and they all show good sales growth then how can it be assumed that the sector is not growing? I believe that they are trying to support a negitive outlook that they have put forward on NN. I have found nothing to support that premise. If anyone has info on the state of ATM I would love to see it.

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