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


To: Jay Plummer who wrote (32866)2/2/1998 10:19:00 AM
From: Tim Luke  Read Replies (1) | Respond to of 61433
 
11:00 AM p.s.t, Gary Korn (not Gary) if around can post some level 2.



To: Jay Plummer who wrote (32866)2/2/1998 9:44:00 PM
From: Glenn D. Rudolph  Respond to of 61433
 
FIRST CALL EARNINGS ESTIMATES

NN Newbridge Networks (US$) 01/26/98
Industry: Com-wo AT&T SIC: 3661
Latest Price: $27.88 1998 P/E: 26.6
Analyst Recommendation: 1.9

QTR QTR FY FY
Jan 98 Apr 98 Apr 98 Apr 99
--- --- -- --
CURRENT MEAN EPS 0.25 0.31 1.05 1.55
Number of Brokers 15 14 16 16

Median 0.25 0.31 1.05 1.56
Standard Deviation 0.02 0.02 0.03 0.09
Current High 0.27 0.34 1.10 1.65
Current Low 0.23 0.27 1.00 1.35

Year Ago EPS 0.27A 0.28A 1.06A 1.05
Current vs. Year Ago Change -7% 11% -1% 48%
Report Date Feb 24 wk/Jun 3 wk/Jun 3 -

EARNINGS ESTIMATE REVISION MOMENTUM

Up Revisions last 7 days 0 0 0 0
Up Revisions last 30 days 0 1 1 0
Down Revisions last 7 days 2 2 2 2
Down Revisions last 30 days 7 6 8 5

EARNINGS ESTIMATES CONSENSUS TRENDS

Current Mean 0.25 0.31 1.05 1.55
7-days ago Mean 0.25 0.31 1.05 1.56
30-days ago Mean 0.27 0.32 1.07 1.58
60-days ago Mean 0.26 0.32 1.09 1.62
90-days ago Mean 0.36 0.43 1.37 1.88

COMPARATIVE ESTIMATES AND TRENDS

Industry - Com-wo AT&T 15.53 8.17 43.95 55.56
Current vs. Year Ago Change 17% 4% 19% 26%

Sector - TECHNOLOGY 10.70 8.94 36.91 45.62
Current vs. Year Ago Change 13% 7% 15% 24%

WSJ/DJ US Index 11.28 10.68 43.60 49.88
Current vs. Year Ago Change 10% 7% 10% 14%

Ratios Relative To: Company Industry Sector WSJ/DJ

P/E on 1998 Cal Yr Mean 19.6 24.68 20.83 18.71
PEG on 1998 Cal Yr Mean 0.65 1.04 1.17 1.51

RECOMMENDATION AND GROWTH RATES

RECOMMENDATIONS LONG TERM GROWTH RATES

Current Mean 1.9 Next 5 yrs - Median 30%
Number of Brokers 25 Number of Brokers 3
Industry Recommendation: 2.0 Industry Growth Rate: 24%

7-days ago Mean 1.8 Next 5 yrs - High 40%
30-days ago Mean 1.8 Next 5 yrs - Low 30%
60-days ago Mean 1.6 Last 5 Years 27%
90-days ago Mean 1.6

Diff. from Industry +0.1 Rel. to Industry 1.3
Diff. from Sector +0.1 Rel. to Sector 1.7
Diff. from WSJ/DJ US +0.3 Rel. to WSJ/DJ US 2.4

Transmitted: 1/27/98 3:04 PM (E_NN)



To: Jay Plummer who wrote (32866)2/3/1998 3:11:00 PM
From: Jay Plummer  Read Replies (1) | Respond to of 61433
 
Tim,
ASND at 30.875!!! I can't believe your accuracy on this stock!
Thanks for the advice yesterday.

Jay

Long on ASND