ASCEND 1997 : The reasons why it will descend. Message Board

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Technology Stocks : ASCEND 1997 : The reasons why it will descend.

ASND 195.90

-2.8%

10:50 AM EST

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To: Ingenious who wrote (11)	1/16/1997 7:59:00 AM
From: LEUTHY	of 122

Leland, Thank you for sharing your opinion. My position is not a short term but a long term one. Nothing can be said about 4th Quarter 96 , except that it was a product transition quarter, sometimes difficult to manage. I recognize that Post #5 was a bit "too much". Anyway I think that the most difficult quarter will be 3rd Quarter 1997. 1) The Players will all have established position 2) The 3Q 97 vs 3Q 96 will hardly show a high growth. Simply because 3Q 96 was really good. Otherwise, I think that an Hardware Company cannot be compared to a software one. Hardware has a production cost. Even if volume reduces production costs, the limit price is not 0. About Volume : Don't you think that if CISCO had a similar product, it would be able to sell it with high volumes ? What would your opinion be if CISCO acquired a company like SHIVA ? I know that I make many hypothesis. Now all we have to do is wait. At the end of 1997, I will heavily apologise if my analysis was wrong.

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