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

To: IncredibleHult who wrote (32912)	2/2/1998 4:46:00 PM
From: thebeach	Read Replies (2) \| Respond to of 61433

Does this mean ASND, CSCO and BAY have been taking market share from NN? Or does this mean dire things tomorrow for the whole sector?

To: IncredibleHult who wrote (32912)	2/2/1998 4:49:00 PM
From: Gary Korn	Read Replies (3) \| Respond to of 61433

CNBC said NN will undergo a restructuring and have an earnings shortfall. Inc. Hult, Thank you for the update. I wish the best to NN shareholders, but I do think the earnings shortfall could well be some confirmation that ASND picked up ATM market share in Q4, as surmised by ASND mgmt. Don't know how the Street will react, but hidden in the bad news is positive news for ASND, if anyone would take the time to do the analysis. Gary Korn