Ascend Communications (ASND) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Ascend Communications (ASND)

ASND 208.59

+4.1%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: vegetarian who wrote (1603)	1/19/1997 2:25:00 PM
From: MMW	of 61433

M. Carter, There are a couple things I would take into account. First, stock price. Is it overvalued or undervalued ? The ASND price was not overvalued. Second, the quaterly report has stated clearly TNT & SRF revenue was not recognized in the 4th Q, and they made .32 in the 4th Q. Third, the revenue growth is 15% from Q4 to Q3. It is not bad. Considering, all the other is less. Forth, the TNT product is POP, and GRF 400 is IP switch. They deliver a great opportunities for impoving Internet access speed. Fifth, ASND has a conservative way calculating their revenues, which I like it. They have a good order backlog and growing. This probably means next quarter is a better one. Mike

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next