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Technology Stocks : Ascend Communications (ASND)
ASND 209.76-1.2%2:55 PM EST

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To: ION$ who wrote (29644)1/7/1998 11:27:00 PM
From: Gary Korn  Read Replies (2) of 61433
 
One has to assume Mory et al were holding back a wee bit so as
not to make promises that turn out undoable. Would you agree with that assessment?


Yes. Fully. These guys clearly were being conservative and holding back. Problem was (and it is a good problem), it really was kind of difficult to hide all the positives. (I saw other presenters who just flat out hyped their companies...ASND did not do this at all). RAS/RAC patently is not a positive now. Too much pricing pressure and too much build-already has been done. Switching is a positive, and there is no reason to suspect it would diminish as a positive.

Gary

P.S. No need for the thanks, guys. I'm just trying to help here.
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