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

To: Sector Investor who wrote (20997)	11/4/1997 12:09:00 PM
From: Wesley Zega	Respond to of 61433

Bouncing around 26 - I'm holding my breath.

To: Sector Investor who wrote (20997)	11/4/1997 12:21:00 PM
From: blankmind	Respond to of 61433

sorry, my response was in jest, just because of the takeover rumors on this thread and the recent good news announcements countered with the forecast announcement. i agree with you on your analysis as to why of the revenue shift.

To: Sector Investor who wrote (20997)	11/4/1997 12:29:00 PM
From: Chuzzlewit	Respond to of 61433

SI, I believe that your 2) It could also be that one of their customers, like NTT, wants a slower implementation schedule, so ASND is adjusting. is correct. It makes no sense to me to purposely depress sales. Regards, Paul

To: Sector Investor who wrote (20997)	11/4/1997 1:10:00 PM
From: Gary Korn	Respond to of 61433

1) They want to smooth their quarterly revenue going forward and increase their backlog. 2) It could also be that one of their customers, like NTT, wants a slower implementation schedule, so ASND is adjusting. I seriously doubt it has anything to do with an acquisition price target. Sector, Merger mania may have gone too far, here (and you know I believe that one is in the works). Shifting of revenue from 1Q98 to later in the year seems -- as you say -- irrelevant vis-a-vis the issue of any acquisition. Gary Korn