Ascend Communications (ASND) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Ascend Communications (ASND)

ASND 208.59

+4.1%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Bindusagar Reddy who wrote (52696)	8/24/1998 5:36:00 PM
From: bucky89	Read Replies (1) of 61433

Anyone care to comment, is it possible that they deferred some remote access revenues last quarter. That might artificially make them fall behind on the paper for that quarter only. If they comeback on top this quarter, deferred revenues make sense. I really think that major growth going forward will come from large ISPs upgrading to V.90 and VOIP equipment, that should swing the pendulum ASND's way next two quarters. Bind, I have no indication on my side that any of our ISP's have switched from Ascend to Cisco, nor are they mixing Ascend/Cisco access equipment in their infrastructure. I have another thought. Customers of these marketing reports by Dataquest, the Yankee Group, etc... know how misleading and inaccurate their reports can be. This is because the Dataquest numbers are a result of surveying the equipment vendor, not the customers. Often, these numbers are bogus numbers because the vendor has a motive to lie. I know for a fact that this happened at a previous organization that I worked for--we routinely gave bogus numbers to Dataquest. I am not suggesting anything here, but it is just a thought. bucky89

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next