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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: paul lin who wrote (25214)12/2/1997 7:57:00 PM
From: Sector Investor   of 61433
 
<<M. Coms just warned of slight profitable quarter to be reported
on Dec. 19, it is not good for ASND, probably their earning is
disappointing too.>>

I have not read the warning, yet (and won't be able to
until late tonight), but I saw on the thread somewhere that COMS gets
35% of it's revenue from modems (someone please confirm). If so, then
it follows that the recent reversal of fortunes of X2 will turn out to
be a major contributor to their flat quarter and warning.

Except for RAS, COMS and ASND are in different market segments and on
opposite sides of 56K. How anyone can imply that ASND might have a
bad qtr just because COMS warned is beyond me and shows a lack of
understanding of this sector - which sadly, means most of the market.

I'll comment again when I get home later and have had time to read the
warning and other posts.
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