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: Larry J. who wrote (23238)	11/13/1997 1:32:00 PM
From: Johnathan C. Doe	Read Replies (1) \| Respond to of 61433

Larry, I think you will see earnings revised down even with revenue growth. We haven't seen the end of downward revisions and remember, it only takes an earnings warning in a bad market for this to get very overdone. Look at COMS for guidance on where Ascend might go based on fundamentals and assumptions. If you want to have something to focus on, look at how an analyst covered YURI with a strong buy recently and look at where that stock is today. Talk about a high P/E.

To: Larry J. who wrote (23238)	11/13/1997 2:50:00 PM
From: sepku	Respond to of 61433

>>>You are suggesting earnings of .60 per share next year. You have to admit, this is somewhat absurd when ASND has also stated 5-10% sequential quarterly revenue growth for the next two quarters and 10% growth the back half of the year.<<< Not only that, but Doe's speculation that the next press release will be of ASND pre-warning 4Q is absolutely ludicrous. It also proves he has not been following ASND very long -- or if so, not very closely. Larry, we need to compile a list of the contracts and estimated revenues that will reflect in the 4Q numbers, thus far. Then we can get an idea of how much in earnings have been accounted for, a month into the Q. We have the UUNET, NTT, Kinkos, and Earthlink orders. There are others...does anyone have any idea how much this should net for 4Q? I believe it should be in the high single digits. Perhaps $0.09? If so, we would be on track to beat expectations in Jan. Style Pts.