Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Gary Wisdom who wrote (40396)	3/20/1998 4:35:00 PM
From: gbh	Read Replies (1) \| Respond to of 61433

Gary, ECO's generally affect only one product, and in ASND's case likely only one card that goes in that product, say for instance a modem card in remote access server, or a line card in an ATM switch. An ECO to their whole product line is virtually impossible. Now if said ECO affects a product slated for shipment that is needed to close the quarter, than that could have implications. But companies usually find ways around this in the accounting department if a fix is imminent.

To: Gary Wisdom who wrote (40396)	3/20/1998 4:55:00 PM
From: Greg Jung	Read Replies (1) \| Respond to of 61433

wow, that's pretty heady stuff for you to simply get "from a friend". If he has this info he would know what they need to change and where they need to change it. Can you say that? or are you just going to leave it hanging where it is. Or, do you just want to try and start a rumour? Greg

To: Gary Wisdom who wrote (40396)	3/20/1998 6:18:00 PM
From: Larry J.	Read Replies (3) \| Respond to of 61433

Gary, I think this ECO issue means absolutely nothing, and will have no bearing whatsoever on Ascend's ability to ship product. ECO's are extremely commonplace, and are often as simple as adding a resistor or jumper wire. While this particular one sounds slightly more significant it should be of little concern. Secondly, Ascend utilizes several contract manufacturers each manufacturing different product lines. So to state that Ascend cannot receive "parts" and hasn't since last week sounds like a gross overstatement. Jabil manufacturers the Cascade product, Plexus ?? , Without knowing the specific assembly(s) its impossible to determine any potential impact. Finally, regarding "you know they had planned to back-end load the quarter" is contradictory to statements made by Schneider and Ashby that visibility was greater and that the quarters were going to be far more linear than they had been in the past. I think this quarter was in the bag 3 months ago! I know you are just passing on information you received from a friend, but I see nothing here to cause concern. Regards, Larry