Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 216.57

+5.9%

Nov 17 3:59 PM EST

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To: Edward J. Edwards, III who wrote (43639)	4/10/1998 3:41:00 PM
From: Sector Investor	Read Replies (1) of 61433

<<CSCO - Csco Warned as I recall that growth will not be as high as expected. I could not find the release but remember reading it on the csco thread. You will correct me I am sure if I am wrong.>> There is an analyst synopsis I posted on News Only sometime back in NOVEMBER, already anticipating that this CSCO qtr would be slow. They must be being given this kind of guidance for some time now. ******** Actually it was mid December. This from Goldman Sachs with my comments posted back then GS says that CSCO's historical seasonal pattern largely reflects the buying patterns of corporate enterprise customers. As the company's mix shifts towards the service provider market, the spending pattern of service providers, which typically show a very strong year-end buying period followed by a sequential decline in spending in the first calendar quarter, is likely to make the CSCO's existing seasonal pattern more pronounced. GS says the risk is that estimates on a quarterly basis may not reflect this change in seasonality. Slower than historical growth in the April quarter could be misconstrued as an indicator of a change in the market or the company's position in the market. [Wow! GS is already positioning to gloss over a weak CSCO April quarter that hasn't even hit yet! Ya gotta love it.]

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