Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 209.02

-0.7%

Nov 24 3:59 PM EST

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To: sepku who wrote (25453)	12/4/1997 1:12:00 AM
From: Gary Korn	Read Replies (1) of 61433

Style, I don't know about you, but I know I for one need a good night's rest. As for the other portion of your post, you asked: I was wondering whether we should try to pool all our information for the current Q, and compile a list of all known/announced contracts/deals/alliances yielding revenue to Q4. Then we could estimate the amount the deals are worth by calculating the $ x equip. x quantity. Then add misc. revenue sources, such as the installation and parts. Add perhaps $10 mil of rolled over Q3 revenue. Subtract any charges, if any. Then account for a couple % points for loss of gross margin. I would be up to the task, but I believe the problem here is that very little has been mentioned, by ASND, about new contracts/deals since the very early days of this 4Q. You guys will kick me, but I believe that this relative silence is because ASND is in acquisition discussions and that there is no need to prime the pump this 4Q. I still anticipate an announcement this year, and in the same time-frame I previously anticipated: December 11ish. When I'm wrong, I'll go meet all my margin calls and invest the remaining few cents in T-Bills. Gary Korn

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