Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 209.98

+4.3%

3:59 PM EST

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To: Gary Korn who wrote (32765)	2/1/1998 10:50:00 AM
From: The Phoenix	Read Replies (3) of 61433

YTD 1998 ASND is up 20.7% and is 3rd among the 18 network-related stocks I track (even with management explicitly guiding the market to low single digit revenue growth in Q1). YTD 1998 CSCO is up 13.1% and is 4th among the 18 network-related stocks I track. Gary! Yes, I guess this was inevitable. I seen your posts in the past... always good info.. As far as the information above. Are these data fiscal or calendar? If they're calendar how did you get the data? Finally, as both you and I know much of ASND's business and a good portion of CSCO's is lumpy. A few big deals and you look like you're blowing away the market. Nonetheless, I agree that if ASND gets into consistent double digit growth the stock will do well. Also, again as both you and I know, they'll need to show consistency. A few good quarters will bring them up as much as 50% possibly, but they'll need perhaps 8 good quarters to get back to their all time high. Would you agree? Gary (not Korn)

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