Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 216.57

+5.9%

Nov 17 3:59 PM EST

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To: Tech97 who wrote (33012)	2/3/1998 1:23:00 AM
From: Gary Korn	Read Replies (1) of 61433

Estimated total revenues for this qtr are approximately $360 million (CD) and therefore WAN revenues will be in the range of $180 million. However WAN revenues appear to be down sequentially as previous qtr total revenues was $432 million(CD) representing $195 million (CD)in WAN sales(a 7.5% sequential decline). From behind the numbers, it appears that NN is indeed losing market share in this lucrative area, and hopefully ASND can capitalize on this opportunity. Tech97, Thanks for the additional analysis. Here's a thought: Regardless of market share slippage or non-slippage, the fact remains that NN is a key player, and a respected player, in the ATM market. That being the case, what do you think of NN as a takeover candidate? Gary Korn P.S. I do have to say that I feel very, very bad for the NN shareholders tonite, particularly having lived through much the same with ASND not long ago. This market can be vicious.

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