Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 208.98

-1.8%

Dec 26 9:30 AM EST

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To: Bindusagar Reddy who wrote (39136)	3/14/1998 5:40:00 PM
From: FrankInNYC	Read Replies (2) of 61433

I don't think Q1 is the worry for ASND. They already made comments months ago that they expected to meet THIS quarter. (Maybe a big order early in the year.) However, I am worried about any warnings of continued weakness in Asia, particularly Japan, where ASND has alot of exposure. This little disclaimer at a post-earnings conference is what could damper interest for this stock. ASND's situation is very similar to Oracle's in that they have alot of exposure to Japan, so I would look over Oracle's post-earnings comments to see what problems in Asia they expect in the coming quarters.

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