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

To: Gary Korn who wrote (29295)	1/4/1998 3:03:00 PM
From: Sector Investor	Respond to of 61433

<< I'm not sure that they will top that by a full nickle (to .27/share). It would be nice.>> As I've mentioned before, EPS goes up faster as you add top end revenue, because your fixed costs have already been accounted for. If you remember the original estimate for Q3 was $0.36 on $330M in revenue. $300M may be enough to give $0.27. If I'm right and ASND does want the price in the mid-upper $30s NOW, they will come in close to these figures. As you know, I believe their actual revenues in Q4 could have been even higher, but they are now managing their growth better. A bit extra is called for now to get the price up. I hope they were thinking the same way.