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Technology Stocks : Ascend Communications (ASND) -- Ignore unavailable to you. Want to Upgrade?

To: Larry J. who wrote (20455)11/1/1997 11:57:00 PM
From: Sector Investor  Respond to of 61433
 
<<Of greater significance than Mr. Schneider's confirmation that October
revenue was greater than $62 million was his comment that the quarter
will not be back-end loaded.>>

Yes, I picked up on that too. This qtr is getting a boost from revs
that didn't make Q3.

I think a new CFO means the end of back-ended quarters and the beginning
of a more predictable series of quarters. To do this may mean lowering
the revs a bit this qtr and increasing their backlog for future quarters.



To: Larry J. who wrote (20455)11/2/1997 2:15:00 AM
From: DX  Read Replies (1) | Respond to of 61433
 
>>I believe that an earnings surprise (to the upside) is in the making.<<
I agree. If we just add up announced NEW contracts supposedly delivered this quarter, $290M revenue should be within easy touch for ASND.

BTW, don't you think a PE of less than 30 is ridiculous for a company like ASND?

Regards,



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