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


To: Glenn D. Rudolph who wrote (30567)1/15/1998 1:45:00 PM
From: username  Read Replies (3) | Respond to of 61433
 
anybody got a feeling on SUNW and how their numbers could affect the overall networking market? (Numbers come out after the close today, I believe)

pete



To: Glenn D. Rudolph who wrote (30567)1/15/1998 2:43:00 PM
From: Sector Investor  Read Replies (2) | Respond to of 61433
 
O.T. From a Bear Stearns report on COMS published today:

COMS sources of revenues
1) 32% Modems
2) 23% Adapter Cards
3) 13% RAS/RAC
4) 32% Enterprise

Of these, 1 and 2 are consumer oriented. ASND only competes in #3.



To: Glenn D. Rudolph who wrote (30567)1/15/1998 5:48:00 PM
From: craig crawford  Read Replies (1) | Respond to of 61433
 
<< It does appear Europe is picking up the slack. >>

In which quarter? The current one? The prior one? Future ones?