Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 206.43

-1.2%

3:36 PM EST

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To: Sector Investor who wrote (43512)	4/9/1998 9:00:00 PM
From: username	Read Replies (2) of 61433

Sector, I agree with one "caveat": Ashby can't "hide" too much money! If they hit on a big contract, things could change. I mention this only because we are at the point now where ASND has come back for 6 months with "business as usual". 2 more quarters of the same would be great, but with the growth in the sector, I gotta think that we will get a surprise within 90 days. ASND has the best products. The entire sector is growing faster than it ever has. ASND is hustling mylti-year contracts with very big players. I get the feeling that things are hot, kinda like 2 years ago, but Ashby is sitting there saying, "Calm down, keep quiet, and get back to work, I'll handle the finances, thank you very much." I see all this as not so much a "we are going to the moon" scenario but rather a "this is limited downside risk." Say ASND misses by a penny in 3 months. Will it tank? I doubt it. Say CSCO misses by a penny in 3 months.....

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