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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 (60186)	2/27/1999 11:16:00 AM
From: Bindusagar Reddy	Read Replies (3) of 61433

Brian, One more big reason for apparant slowdown in January Compaq shipments was TYPICAL POSTPONEMENT OF ORDERS AWAITING PENTIUM III. This happens all the time when there is aproduct upgrade. It happened wen Pentium II was released. They have already seen a pickup in demand second half of february and they may not be able to ship all the orders in time for March Q. The demand for PCs will continue through next century. No worry. Biggest concern is how low the prices go causing apparant slowdown in revenues without slowing of unit growth. Regards, BR

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