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Technology Stocks : Ascend Communications (ASND)
ASND 199.96-0.6%Nov 12 3:59 PM EST
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To: Dennis R. Duke who wrote (43513)4/9/1998 8:54:00 PM
From: The Phoenix  Read Replies (2) of 61433
 
Quarter to Quarter, or Year over year comparison on your data?

I really am too wiped to argue this one with you........ I don't care if they aren't growing a
$1.1 billion dollar company at 20% per quarter.

Well I think that this is in part the reason that ASND has a lower valuation than CSCO. Cisco is growing at 20%+ in revenues even thought they shipped 6.4B (I think last year). This year is expected to be in excess of $8B. So, as the market grows and is consuming more product vendors absolutely should be generating more revenue. It just seems to me a few million in growth yr over yr is a weak showing. They hit estimates, yes, but I think this was dialed in. ASND didn't warn and everyone knows that ASND, given their history absolutely had to warn if they were going to miss. Since they didn't the expectation was they would hit and the stock bid up. But, the revenue and earnings growth don't look that great. I think the stock will slide a bit on Monday...I don't expect a big sell-off, but I think 36-37 can be expected.... What do you think? Then, perhaps this is a buying opp. if ASND starts shipping against their contracts. I should go on to say that a book to bill of slightly over 1 when their just barely beating revenue growth in a market growing much faster...doesn't thrill me.

Gary (not Korn)
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