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Technology Stocks : Ascend Communications (ASND)

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To: Bindusagar Reddy who wrote (56784)11/5/1998 10:58:00 AM
From: The Phoenix  Read Replies (1) of 61433
 
ASND revenue growth rates (as a percentage) should be expected to grow faster than CSCO's simply due to CSCO sheer size. In $$ however CSCO continues to grow faster and continues to take market share.

ASND should have had a stellar quarter last quarter - and they did - except for the conference call and positioning of their "loan program". Deffering these revenues makes these loans look "flaky".

Anyway, you're right time will tell,....yet, time is running out.

OG
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