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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: Glenn D. Rudolph who wrote (25094)12/1/1997 9:35:00 PM
From: jhild  Read Replies (2) of 61433
 
Glenn, that is a good point about Dell'Oro report being for last qtr, and I would certainly hope to see some improvement in this qtr results. But I would still see ASND having less of an open field than they have enjoyed to date, which still suggests to me that they are not worth the multiples they have enjoyed.

And I also agree that ROK has screwed the whole 56K Flex camp over by apparently forcing exclusivity on the one hand and then being late to ship. I think ASND management can be faulted for accepting their situation and not being pro-active like BAY. Coulda, shoulda. (Hindsight is a wonderful thing. :-))
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