Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 209.98

+4.3%

Dec 11 3:59 PM EST

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To: Peter Yang who wrote (36118)	2/23/1998 10:09:00 PM
From: Gary Korn	Read Replies (2) of 61433

Anyone has any news about ASND's presentation at BARS today? Peter, Dennis Duke was at the conference and called me on his way home. I'll let him report, but bottom line was: (1) ATM is strong, (2) FR is even, (3) RAS/RAC is flat to slightly negative (more ports, but less revenue due to pricing pressure) (4) Visibility is increasing. More comfortable saying that revenues will increase through a quarter, rather than merely be constant throughout (5) WCOM has always had ASND on an "on-demand" requirements relationship (which should, in theory, prevent a CIEN-type debacle) (6) ASND has enough on its hands with ATM, etc., than to be worrying about optical switching issues pertinent to the CIEN-marketplace (7) There apparently were some meetings between ASND people (Mory, Ashby, etc.) and some "fund" people in the morning (perhaps a sign that certain funds are looking to buy) Gary Korn

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