Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 204.41

-1.0%

Nov 14 9:30 AM EST

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To: Chuzzlewit who wrote (43500)	4/10/1998 12:47:00 AM
From: Jack Colton	Read Replies (4) of 61433

Jack, I'm a long-time ASND holder, and you'll pardon me for saying so, but the numbers didn't look that great to me. I particular, I was disturbed by only a 4% rise in revenues and a drop in gross margin year over year. Didn't that bother anyone else? Regards, Paul Not at all! At least it does not bother me because: 1. ASND has a lot of NEW LARGE Carrier Class Contracts coming and in the works (but management is not allowed to talk about futures specifically) 2. ASND has major new high end products that have not even started to come online from a revenue perspective. That will happen during this next quarter. 3. ASND has major technological differences between their equipment and anyone even close to them. They have carved out a niche market, with best in class products, and their niche has become main stream. 4. Oh yeah... all the other major "networkers" are producing earnings reports where the investment community hears all of the air rushing out of the room, and they (the investors) are left suffocating in a vacuum. -- in other words, their earnings suck!

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