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

To: Gary Korn who wrote (20864)	11/3/1997 11:00:00 PM
From: Tricky Ricky	Respond to of 61433

Something you missed in your analysis of CPQ and price cuts for market share. Dell has been eroding their market share over the past year and a half while constantly increasing earnings. Dell is trading at a much higher PE which is beneficial to the shareholders. The same could be said for Cisco. The position they are in they can attack Ascends market, gain share, and maintain the high PE. My point is that Ascend has botten hammered on share price, missed earnings the last couple of quarters, and now appears to be cutting their growth estimates as well as prices. I don't think this will bode well for them if they are going to be in a serious battle for market share. TR