Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Sector Investor who wrote (31330)	1/20/1998 11:16:00 PM
From: Gary Korn	Read Replies (1) \| Respond to of 61433

So, therefore I will state that earnings for Q1 WILL be $0.25. Sector, Yep. That is exactly what Ashby said in Scottsdale ("we will hit the high end [of guided expectations] each quarter, and save the rest for later"). (He also mentioned the .25/share figure). And again that is exactly what he said again today (.25/share for 1Q). (Though I think it is too early to take .25/share and cast it in stone...i.e., there is some upside potential.) Also, notice that the .25/share target is a 4.1% increase over this quarter. Again, that is precisely what mgmt has said: 1Q98 will be low single digits over 4Q. (Then, later, double-digit growth in 2H98). This is visibility. The question is what this level of predictable revenue growth will do for the stock price. Gary Korn

To: Sector Investor who wrote (31330)	1/20/1998 11:28:00 PM
From: Bald Eagle	Respond to of 61433

<< This CFO will TELL YOU THE EXACT NUMBER well in advance, just pay attention. >> I'm not complaining, but there's a lot you can do with numbers to make yourself right. This CFO has a history of being in companies that get bought out, maybe this is his strategy to get a better price. JMHO.