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Technology Stocks : Ascend Communications (ASND)
ASND 220.42+4.9%Dec 12 9:30 AM EST

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To: damniseedemons who wrote (1535)1/7/1997 5:30:00 PM
From: Paul Barr   of 61433
 
Sal,

Shiva as always been a fringe player behind ASND,CSCO and USRX. It was just a matter of time before they disappointed. See their last quarter comments.

John Chambers of CSCO always says that if you can't be #1 or #2 in an area than forget it. This is what happened to SHVA.

SHVA missed its revenue number so badly, it sounds like they lost or failed to close big contracts.

Paul
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