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

To: abram holt who wrote (39132)	3/14/1998 10:13:00 AM
From: Bindusagar Reddy	Read Replies (2) \| Respond to of 61433

Are you talking about Q2 of ASND or tech stocks in general. Can you be more specific about ASND's and what is your basis in saying that about Q2. You are posting as though you are sure about Q2 warning. Are you blowing smoke or you were given this information.

To: abram holt who wrote (39132)	3/14/1998 12:58:00 PM
From: pat mudge	Respond to of 61433

Q1 release should come with warning for Q2. Don't know where all the optimism is coming from. COMS will not meet number this Q and even if some companies (i.e., ORCL) can meet target for this quarter by squeezing out some earnings, Q2 will definitely be a bad one for most of the tech sectors. There is more downside risk now than before. Do you have specific iniformation about Q2 or are you just extrapolating? Each company has a different customer base and if my understanding is correct, Ascend's is in the 5% range as Cascade had almost no presence there at all. In fact Ashby said they're working hard to build their presence in Asia/Pacific. I'm not suggesting the tech sector won't have a bad second quarter --- I don't have that sort of information --- but I would suggest we look at each company individually. Just my take. Pat