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

To: uu who wrote (38141)	3/6/1998 6:11:00 PM
From: Gary Korn	Read Replies (3) \| Respond to of 61433

Just got off the phone with ASND IR: 1. 1Q still right on plan, though it may be a little bit more back-end loaded than anticipated. (This is a concern...first I'd heard it) Any extra revenue over the consensus of .25/share will be moved to 2Q. 2. ATM showing strength (as we know). I was surprised to hear that RAS is actually showing strength. 3. There will be a raft of new product announcements in 2Q. After hearing this, I'm moving my 1Q estimate down from .28/share to .26 1/2 share (the consensus estimate is .25/share). The only reason for the decrease is the slight concern I have about the back-end loading of the quarter. Gary Korn