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

To: Ashley Campbell who wrote (41957)	4/2/1998 1:24:00 PM
From: The Phoenix	Respond to of 61433

Ashley, Don't let these kind of numbers fool you. Big percentage EPS gains come from companies that had poor quarters 2, 3, or 4 quarters back. Asnd had some trouble last summer and thus show a high % EPS growth. So, I don't think this is a telling number (not to mention it's backward looking). We should be more concerned with future earnings and future growth...which, from the accounts on this thread, seem to be promising. I guess my only concern would be that ASND has turned from their traditional businesses to more of the core ATM switching business. Do they have too many of their ducks in one basket? They took it on the chin in the RAS market so they moved their target...but still a single target (at least it appears that way right now from what I read here). What if competitors come after them here - do they run away again? I know I'll get all kinds of Asnd Bull's on me about this comment, but I think we owe to ourselves to ask these kind of questions and be comfortable with the answers. It is a competitive market and ASND is not dealing from enormous strength. It's definitely an uphill battle. Gary (not Korn) the evil anti-Korn?