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Technology Stocks : Ascend Communications (ASND)
ASND 212.33+1.1%Nov 28 9:30 AM EST

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To: Sector Investor who wrote (43505)4/9/1998 8:35:00 PM
From: pat mudge   of 61433
 
Sector --

You heard the same inflections I did. Lots of upside -- especially regarding Japan. Basically they have nothing factored in at this point. If there's no shipping date attached, they haven't counted it as booked. The demand is there but no orders accounted for.

If you didn't catch JDS Fitel's earnings report the other day, you may find it interesting. Their numbers reflect what's happening at the fiber layer of the network.

newsalert.com

Later --

Pat
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