Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 210.01

+1.7%

Nov 26 3:59 PM EST

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To: jopawa who wrote (48063)	6/4/1998 11:08:00 PM
From: carolyn walder	Read Replies (1) of 61433

jopawa - I would be careful about shorting the stock this fall... Check out the fundamentals on the WIND thread. On the last conference call the CEO said that he expected I20 revenue to "contribute materially" to earnings in FY99 and said it would be in the "millions" range [as this royalty revenue has a margin of greater than 90%, most goes to the bottom line]. WIND has guided analysts to not factor I20 revenue into earnings projections. This has the potential to seriously boost earnings estimates. SO if you short I would do it after they release earnings in Nov...just in case... Carolyn p.s., On the WIND thread someone posted an artists conception of the new office space and it looks unbelievable! Living in Alameda, would you give me your impressions of what it looks like - and how far along are they?...thanks, from a displaced Northern Californian...

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