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 201.08

+2.6%

Nov 11 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: The Phoenix who wrote (59569)	1/26/1999 7:40:00 PM
From: Bindusagar Reddy	Read Replies (2) of 61433

Hi, Gary, its about time CSCO(with high expectaions) make some noisy announcements. You bet they will sell to carriers but how much. As they increase sales of low margin products, their gross margins and operating margins will shrink, that's why CSCO' s valuation is excessive. There is simply too much expectations built in their price. The whole game of investing is discover a company before wallstreet recogonizes and morons start paying high price. CSCO gross margins will fall to 50s next year. So will the stock price. Their sales will go up but not profits. EVEN ASND would have experienced lower margins if they stand alone. But LU has already lower gross margins in high 40s and low 50s. They have higher revenues hence price competition would have major effect on CSCO, but minor one on LU. Remember similar stories around. Good luck, Gary. I will not post on CSCO thread. BR

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next