Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: MR who wrote (20739)	11/3/1997 4:11:00 PM
From: Bosco	Read Replies (1) \| Respond to of 61433

MR - yes, ASND is paying for its sequential decline (backward looking) as we speak. However, if we believe in what Mr Schneider said, next Q is $297M (using your $270M as basis,) the one after next $327M and the one after $360M. Another thing. If Mr Schneider is believeable, he is suggesting revenue growth (or decline) has bottomed out in the last Q. I think margin is problematic, but I think mkt shr is what ASND has to go after now. Segment domination is important to defend against CSCO and COMS incursion. Survival 1st and margin later. Reasonable. Ultimately, I echo someone else (here) contention: mgt (or the perception of it by the street) attributes a lot of its shr price decline. Right now, mgt does not appear to have the shr holders' welfare in mind. rgds Bosco