Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 215.27

-1.0%

3:59 PM EST

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To: The Phoenix who wrote (56773)	11/4/1998 11:03:00 PM
From: Bindusagar Reddy	Read Replies (1) of 61433

Gary, CSCO had 30% of the revenues from service providers. 70% from the rest of the market(enterprise). I have been listening to the conf. calls. CSCO is not able to break the revenues by segments. Now you can understand how the research groups mix all these products and come up with percentages all over the place. CSCO admits that Enterprise is growing 10% less than service providers segment. If you know what that means to overall growth, you can understand why I am concerned about CSCO growth going forward, considering 70% of revenues growing 10% less than 30% of revenues. ASND gets 80% of revenues from service provider market growing 10% faster than enterprise. CSCO has not seen any real slowdown in the enterprise yet, it will happen in 2nd half of 1999. Currently CSCO can only see the 10% relative slowdown over the next 6 months. It is difficult to see farther than 6 months at this point. Once again, I am not a CSCO bear, just cautious. Iam extremely bullish on the Internet and next generation communications. tomorrow is better than today. Regards, congratulations on a great quarter. BR.

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