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


To: Glenn D. Rudolph who wrote (23603)11/15/1997 7:50:00 PM
From: Gary Korn  Read Replies (2) | Respond to of 61433
 
Stock performance of network stocks and
wannabees since ASND reported 3Q earnings
on October 9, 1997 through Friday, Nov. 14:

Stock 10/9 11/14 %gain(loss) p.e.

CSCO 81 7/8 81 3/8 ( 0.6) 47
NETG 21 3/16 19 13/16 ( 6.5) --
TLAB 58 53 7/16 ( 7.9) 40
LU 88 7/16 81 3/16 ( 8.2) 97
FORE 20 15/16 17 5/8 (14.6) 65
NT 109 3/16 92 3/4 (15.1) 32
CS 33 3/4 27 3/4 (17.8) 18
PAIR 29 1/2 23 7/8 (19.1) 36
XIRC 12 1/8 9 3/16 (24.2) --
ASND 33 1/8 24 3/8 (26.4) 23 (assuming $1.05 FY 97)
NN 65 3/8 46 9/16 (28.8) 50
XYLN 23 3/8 16 3/8 (29.9) 33
BAY 41 28 9/16 (30.3) --
SHVA 14 9 3/4 (30.4) --
COMS 55 5/16 30 5/16 (45.2) 26




To: Glenn D. Rudolph who wrote (23603)11/17/1997 2:43:00 PM
From: Maverick  Read Replies (2) | Respond to of 61433
 
Catching up in which way? I do not have enough familiarty with Europe. I know only what I read.
I thought maybe you meant the US needs to catch up with 56K flex?

In terms of the K56flex roll-out & acceptance. The more critical one would be who will role out the RAS support of the unfied std first next yer, relatively defect free of course. With the new std, the market is open more broadly to ASND as opposed to only 1/2 RAS market now due to x2 & k56flex mutual exlusive licensing.