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

To: Glenn D. Rudolph who wrote (31992)	1/24/1998 12:03:00 AM
From: Gary Korn	Read Replies (1) \| Respond to of 61433

Glenn, Please try to constrain yourself to posts concerning ASND. Notice the subject of this thread. Hmmm, let's see, it says: "Ascend Communications (ASND)." Perhaps a non-relevant post will be removed by the webmistress, even if after the fact, which might leave one with a phyrric victory. See, this post is ASND related as it at least uses both the word and the NASD symbol. Gary Korn

To: Glenn D. Rudolph who wrote (31992)	1/24/1998 12:34:00 AM
From: jach	Read Replies (3) \| Respond to of 61433

ASND Info ==> quick comparison ASND vs CSCO revenue numbers latest qtr .......................ASND.......CSCO ======================================= gross margin ..... 64%...........65% R&D .............. 14% ......... 12% Sales and Mkt..... 24% ........ 18% Gen & Admin ..... 3% ........ 3% compared well except sales and mkt. Fron this it seems well run as gross 65, R&D 14 and admin 3 are quite good. Sales&Mkt just need to bring in more. Just for a test, assuming asnd get to 20% for sale&mkt, that will add about additional 12 mil operating income which translates to about 5c more in earning, and very likely will make it close to 40$; and if asnd can get to 18% sales and mkt and 12% R&D that will add another 5c which will then probably bring the stock up to 45-50$ range.