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

To: The Phoenix who wrote (41254)	3/26/1998 11:40:00 PM
From: Edward J. Edwards, III	Read Replies (2) \| Respond to of 61433

Gary, After reading many of your post regarding CSCO, I finally decided to do some due diligence on them. I was impressed with their BS and IS. Their growth sequentially, year to year, and quarter to quarter is impressive. I think the most impressive part is their Retained Earnings. I can see why they call it the mighty CSCO. My only concern with them is their future growth rate. From CEO's own words, I believe they are going to try to maintain growth through acquisitions. Do you know how many acquisitions they have done over the past 2 years? Also, I agree with your previous statement regarding their internet sales. It is quite impressive. I believe they said nearly 8-9 million in sales daily from the internet, this was from comdex. I also can see why you would be into ASND. It seems to me that CSCO is going to have a difficult time maintaining their high revenue growth as they continue to get larger. My other concern is the premium they charge on their equipment. Their profit margins are some 2.5 times industry average. If this slips or if LU becomes real competition for them then these margins are going to slip. I will keep my money with ASND for now, but will watch csco with great interest for the future Ted