Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 212.33

+1.1%

Nov 28 9:30 AM EST

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To: Dave von Hausen who wrote (1630)	1/17/1997 11:38:00 AM
From: shdu	of 61433

Investing based on just reading the numbers in financial reports is like driving a car while only look at the rear view mirror. One also has to look forward and predict what is going to happen. Last quarter asnd got 177 mil revenue with 30% reduction of max products. This is probably equivalent to $200 mil without the reduction. So unit shipment probably increased 25% q to q. Demand is still strong. MaxTNT probably will increase asnd's market share. Technology is a game of increasing return. You got to be number 1, or else. ASND has been the leader so far, and is making sure no one else can displace its position. Based on a few people who work in asnd, they have a hard time to make enough Max TNT to fill the orders. Cheers. shdu

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