Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 210.09

+0.2%

3:45 PM EST

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To: john dodson who wrote (38444)	3/8/1998 9:40:00 PM
From: Jan Crawley	Read Replies (1) of 61433

Based on Gary Korn's post of this qtr being more backloaded than expected, this concerns me. Clearly ASND has taken the first step to lower expectations for the quarter. Hopefully they're just being cautious and will still prevail. However, this is starting to feel just a little bit similar to last summer when that quarter was supposed to also be a bit "backloaded". -John Dodson Hi John, I share your concerns and think that we should all be cautious the next few weeks. However, I think Asnd's earning/revenue visibility at this point is materially different from last summer, before/during the 8K filing. At that time, Asnd/Cscc merger was on the front burner, Tnt software/and 56K standard problems was yet to be resolved. Most importantly, CSCC/ATM products was not a major factor in revenue contributions. Just some of my thoughts. Jan

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