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


To: James A. Shankland who wrote (20688)11/3/1997 2:20:00 PM
From: robbie  Respond to of 61433
 
Look at revenue growth quarter to quarter up until last quarter and you will see that 10%/quarter is a slowdown.



To: James A. Shankland who wrote (20688)11/3/1997 2:25:00 PM
From: sam  Read Replies (1) | Respond to of 61433
 
Problem isn't with Q to Q sequential growth, it's with the possiblity of shrinking margins. ASND is banking on price cuts increasing market share.



To: James A. Shankland who wrote (20688)11/3/1997 3:00:00 PM
From: scott maragioglio  Respond to of 61433
 
James,
Apparently, that exactly the case. It's a matter of perspective,Asnd slowing from the high growth of the last few years to only 40% per Yr is why the street feels that you don't want this stock. At this PE and my outlook for internet infrastucture over the next couple years I belive thats a chance I'm willing to take.