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

To: The Phoenix who wrote (32782)	2/1/1998 1:33:00 PM
From: jach	Read Replies (1) \| Respond to of 61433

<<Core switching system sales for last qtr grew 75% qtr-to-qtr growth according to Q&A from earnings press conference. That's wonderful. Again I posted independent numbers, not corporate numbers. Also, growth is relative to previous sales. So, percentages like this one don't tell much of a story. Has their market share increased? According to analysts is hasn't.>> based on CSCC FR/ATM mkt position and 75% (QTR-to-QTR) growth, even a simple math can tell the potential increase in revenue stream for that growth - as for analysts - depends on how the overall segment was viewed for mkt share - ATM is used in both LAN and WAN and if they count LAN in mkt share it's misleading as CSCC does not participate in LAN- looking at a particular report and breaking down in details can tell the actual story -