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

To: blankmind who wrote (31348)	1/21/1998 1:16:00 AM
From: Gary Korn	Read Replies (1) \| Respond to of 61433

1997 q1 was .31 , this year they are projecting only .25 for q1 for 1998, but is this enough to attract street attention? Blankmind, compare 1998 numbers to 1997, given ASND assumptions for growth in 1998 (including guidance to 1.16 for FY98 and quarterly earnings growth of low single digits, high single digits and then double digits: Quarter 1997 1998 1 .31 .25 (4.2% sequential over 4Q97) 2 .31 .27 (8.0% sequential over 1Q98) 3 .20 .30 (12% sequential; 50% over 3Q97) 4 .24 .34 (13% sequential; 42% over 4Q97) Total 1.06 1.16 9.4% over 1997) Perhaps they will be attracting serious attention by 2H98 and/or perhaps the stock can at least idle or trend upward slowly until visibility for 2H98 becomes clearer? (This last possibility is consistent with the excellent prior post by MWalsh) I calculated the above numbers without seeing MWalsh's prior post...yet they match exactly. I think this says something about how clearly ASND is now guiding the Street. Gary Korn

To: blankmind who wrote (31348)	1/21/1998 7:43:00 AM
From: Sector Investor	Read Replies (1) \| Respond to of 61433

<<1997 q1 was .31 , this year they are projecting only .25 for q1 for 1998, but is this enough to attract street attention >> Yes. And that's great - because if ASND WERE stretching they could beat 1997 Q1 easily. But then each qtr would be uncertain. This way ASND is practically guaranteeing growth each qtr for all of 1998 - and as the year goes on, those numbers will start to move up. I like this much better than those old back-ended quarters.