Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 207.04

+0.7%

Dec 8 3:59 PM EST

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To: The Phoenix who wrote (32714)	2/1/1998 11:56:00 AM
From: Jan Crawley	Read Replies (2) of 61433

--- In my numbers I lumped together ASND/CSCC. In fact this was only necessary for 96. IDC did it for me for 1H97 -- Gary: Again, I appreciated your data and comments on the above. However we may have to examine the IDC data more closely: 1. We know that CSCC encounted lots of pressure during 1H97. In fact both CSCC's revenue/earnings and stock price fell sharply before and during the merger. 2. We know that ASND/CSCC had a terrible month - JULY 97. ( The infamous 10K ) 3. We know that ASND/CSCC revenue increased by 10% and earning increased by 20% form 3q97 to 4q97. 4. We see strong current indications that CSCC product demand is increasing at an increasing rate and ASND product demand is recovering from SW and 56K standard issues Again, those are my questions and I would appreciate all inputs and discussions from you and all. Regards, Jan

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