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


To: Gary Korn who wrote (30916)1/18/1998 9:43:00 AM
From: Greg Strzegowski  Read Replies (2) | Respond to of 61433
 
Does anyone know what the revenue and EPS estimates are for Q4, '97.

Comments/regards



To: Gary Korn who wrote (30916)1/18/1998 1:21:00 PM
From: Jeff Call  Read Replies (2) | Respond to of 61433
 
Off topic, response regarding PMCS

Gary, you are very correct, PMCS revenues have been declining over the last nine months. However, the decline in revenues is a result of PMCS' strategic decision to exit the competitive, commodity modem chipset business.

PMCS is becoming more and more of a pure Network play, and their Network (ATM) chipset revenue is growing substantially quarter to quarter.

There is more detailed information at the Silicon Investor PMCS Discussion Thread. I won't clutter the ASND Thread with any more posts about PMCS, but I think it is a worthwhile investment.

Good Luck.