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Technology Stocks : Ascend Communications (ASND)

ASND 216.57

+5.9%

3:59 PM EST

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To: The Phoenix who wrote (43474)	4/9/1998 7:51:00 PM
From: pat mudge	Read Replies (1) of 61433

"We expected Core Systems to be flat but demand was strong (FR/ATM)." <<<OOOoops! COuld this be a problem? If core systems are flat...but carriers are deploying where is ASND generating incremental revenue? VoIP? Uphill battle. Carrier wins...perhaps but they said they expect growth to be flat. RAS? They're losing market share. Enterprise...not even. I'm worried...>>> You're putting your own spin on what was said. Ejabat said they had expected Core Systems to be flat and were wrong --- there was strong demand. "Much scheduled for 2Q shipping.. . . ATM and FR strong growth. . . broadband up. . . . gross margins 64%. . . better than anticipated." The other quotes remain as posted. Pat

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