Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 210.40

-1.0%

11:53 AM EST

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To: Matt Webster who wrote (40409)	3/20/1998 8:38:00 PM
From: john dodson	Read Replies (1) of 61433

Re: I agree that a warning will let us see the 20's again I agree that a warning would devistate ASND. In my mind they would deservedly lose ALL credibility. Based on everything Mory and company have said, like: 1. Comfortable with 2Q #'s 2. Comfortable with ENTIRE YEAR #'s 3. Strong guidance to have faith in ASND's numbers. If they miss this qtr, it's all back to square one again. I'm out for good if they do that. I'll go ahead and eat whatever loss I have then. Basically, if this happens either a. they lied, or b. they do not have control enough over their business to make such predictions (above). Either way, ASND would be devistated. Having said all of that, I don't think they'll miss the qtr. They'll go to great lengths to make it. They know what's riding on it: their credibility with the street. Here's hoping they reiterate confidence in the entire year's #'s like they did at last qtr's conference call. -John Dodson

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