Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 201.40

+2.3%

Dec 10 3:59 PM EST

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To: Jan Crawley who wrote (32785)	2/2/1998 1:18:00 PM
From: The Phoenix	Read Replies (1) of 61433

Jan, Your observeration regarding CSCC's disappointing revenues during the acquisition period accurate; they did have a terrible July and a poor quarter. They then increased their revenues and earnings in Q4: We know that ASND/CSCC revenue increased by 10% and earning increased by 20% form 3q97 to 4q97. The question is, is this enough? As you point out CSCC had a terrible July (10K) and a less than stellar quarter...then they move to Q4 with an 10% increase in revenues... is this enough? If I recall STRM/CSCO had similar acquistion pains and apparently now have them behind them. Of course they had the benefit of being in the same geographic area. With ASND and CSCC being on opposite coasts (ala Synoptics and Wellfleet) will they in fact assimilate as quickly? In the end Jan, your points are well founded. However, I don't think I can tell the future any better than anyone else on this thread. ASND's revenues did pick up a touch in Q4, but they picked up from near flat growth during the previous 3-4 quarters and declining market share. They need to do a lot better... not just a bit better. IMHO Gary

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