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

To: craig crawford who wrote (30300)	1/14/1998 2:04:00 AM
From: DX	Read Replies (1) \| Respond to of 61433

If Japan, China, and India consist of good percentages of their asia markets, they will be OK. Otherwise, they will have problems. Regards,

To: craig crawford who wrote (30300)	1/14/1998 2:08:00 AM
From: Douglas V. Fant	Respond to of 61433

craig, Agreed. One has to separate the Asian markets from the Asian economies. I believe that the Asian markets are nearing bottom over the next two months, as we reach the end of the Japanese Fiscal year. But the economic effect in Asia will be a slowdown and that will develop over the next 3-6 months.... The Asian markets were a leading economic indicator of the pending slowdown...Their current bottoming processes give a hint or two when the Asian econmies will begin to accelerate again-maybe in the late fall.... Sincerely, Doug F.

To: craig crawford who wrote (30300)	1/14/1998 8:16:00 AM
From: Sector Investor	Respond to of 61433

<<The Asian crisis has only begun! The full effects won't be felt for a few more quarters. Can we assume that in a few quarters COMS will have declines of 10%-15% in Asia? Looks to me like it's not zero growth from Asia, it's declines from Asia.>> For consumer companies this could well be. I read of some poor Koreans donating their Gold wedding rings to the government - anything to do their part in times of crisis. They aren't about to rush out and buy a COMS modem to connect to the Internet, are they? However, enterprises, governments and infrastructure companies realise that communications technology is a key to their future. I think spending will continue - maybe not huge growth, but continue it will. ASND could get 0 growth in Asia, while COMS sees declines, IMO.

To: craig crawford who wrote (30300)	1/14/1998 1:07:00 PM
From: H. Wai	Read Replies (2) \| Respond to of 61433

Craig, What is the TSC article? Does the TSC article say that COMS's asian sales last quarter fell 5% year over year? Can one find the same information from COMS's source? It seems that the most recent 10Q doesn't have the information. Thanks. H.Wai

To: craig crawford who wrote (30300)	1/15/1998 1:33:00 PM
From: Glenn D. Rudolph	Read Replies (3) \| Respond to of 61433

COMS recent Asian sales were growing at 50%. U.S. sales were growing at around only 15%. I haven't read the 10Q yet but the TSC article said that last quarter Asian sales FELL 5% year over year. The Asian crisis has only begun! The full effects won't be felt for a few more quarters. Can we assume that in a few quarters COMS will have declines of 10%-15% in Asia? Looks to me like it's not zero growth from Asia, it's declines from Asia. It does appear Europe is picking up the slack. Glenn