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Technology Stocks : Ascend Communications (ASND)
ASND 210.01+1.7%Nov 26 3:59 PM EST
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To: Techplayer who wrote (60174)2/26/1999 1:33:00 PM
From: The Phoenix  Read Replies (1) of 61433
 
Brian,

Re: well, if you read the reports they site slow sales (not revenues) in January as a reason for the downgrade. What's interesting is they also cite lower prices in DRAM as a reason for downgrading the semi's. Lower DRAM prices should soften the blow of pricing pressure in the boxmakers which would lead me to believe that revenues might slip but margins and earnings will hold (like DELL's last earnings announcement). Again, everyone is citing January and projecting from that.... who knows what will really happen. HOWEVER, if PC unit sales are declining ...that is NOT a good sign for the techs in general - regardless of what we know....analysts lump us all into a group.

Re:ALA and ASND. ALA didn't originally leave CSCO and partner with ASND due to product lines...nor did they leave due to product lines. As far as I can tell these were business related decisions. ALA wants to be a player in data communications and CSCO didn't want to enable them...so they went to ASND. LU purchased ASND and since LU is a ALA competitor ALA was left to either go back to CSCO, or NT (another competitor) or???. Rumor has it now that they'll buy XYLN which seems to make sense. They can go back to CSCO but I don't think CSCO will change the rules thus leaving ALA where they started....with no data story and no way to penetrate the emmerging converged IP markets. Tough spot to be in....

OG
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