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

To: Andreas Samson who wrote (30483)	1/15/1998 12:38:00 AM
From: Gary Korn	Read Replies (1) \| Respond to of 61433

I would not refer to ASND's earnings at this point in time as 'predictable'..... Andreas, I would, having listened to ASND management. Actually, I think it is easy to predict that 4Q97 earnings won't disappoint below the .22 or .23 that analysts predict. I also think it is easy to predict that ASND won't blow-out on the upside, as management has stated that it wants to retain high visibility for the quarters going forward. The same holds true for all of 1998. Again, mgmt. has put forward a conservative estimate of 15-20% revenue growth, one that assumes ZERO growth from non-Japan Asia. Again, however, there likely will not be a blow-out in any quarter. The stated objective is to be conservative (causing analysts to be conservative) and then to hit the analysts estimates towards the high side, saving revenue for future quarters. Gary Korn

To: Andreas Samson who wrote (30483)	1/15/1998 12:49:00 AM
From: blankmind	Respond to of 61433

75% of the upward momentum in the past month is takeover hope-related - andreas samson turn off the reverse video. the rumor is pretty much dead. to better understand asnd's movement check the asnd-news thread for contracts and earnings. then check out coms or cs.