Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 199.96

-0.6%

Nov 12 3:59 PM EST

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To: The Phoenix who wrote (59576)	1/27/1999 1:28:00 PM
From: Bindusagar Reddy	Read Replies (1) of 61433

I hope so, Gary, keeping high margins is good for everyone. Don't kil the goose. AS to the net sales. These are the orders placed mostly by salesman after they lhave worked the deals. It's not individual consumers placing order, especially they are orders. Telcos don't place orders on the web without salesman involved. Biggest reason for their good margin is 80% gross margin high end routers and high end switches. My Q is if LU drops these to 50% range what will happen to CSCO?. We hope that won't happen for everyone's benefit. Good luck, Gary. If I were you I would be in both LU and CSCO unless you are CSCO employee who doesn't want to own LU. I sold deep in the money PUTS on CSCO with minimal risk. I will lose if CSCO drops below 75 otherwise I get to keep the premium. Regards, BR

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