Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 197.59

-0.8%

Nov 7 9:30 AM EST

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To: alex pierson who wrote (55989)	10/17/1998 12:56:00 AM
From: Jon Cave	Read Replies (2) of 61433

Yes, I noticed that MMC was way down. I own VTSS and PMCS and both of those stocks have gone up about 50% in the last few days. So, everything is a go, except for that little company. VTSS sees no slow down what so ever. VTSS expects 65% growth next year and has 1 1/2 quarter backlog. VTSS biggest customer is Lucent. PMCS also had a very good quarter. AMCC beat the street by a penny. I know very little about MMC except what I have read on the Yahoo and SI threads. Seems CSCO acounts for about 50% of MMC's business. I am worried about CSCO. If CSCO misses, then my portfolio gets shot. If ASND can't beat their numbers this quarter, then there is no hope. Analysts have lowered their expectations since last years debacle and Morry has kept analysts projections in check. They have had 3 quaters to aim for October. Here we are! This company's future will be determined in the next few weeks or months. Go alone or be bought.

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