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

To: Tim Luke who wrote (42826)	4/8/1998 12:58:00 PM
From: Satyr	Read Replies (1) \| Respond to of 61433

Why do you think the stock is undervalued? At eps of 1.20 it's trading at 32 times earnings. Is that undervalued??

To: Tim Luke who wrote (42826)	4/8/1998 2:08:00 PM
From: Jeffery E. Forrest	Read Replies (1) \| Respond to of 61433

Don't know if this has been posted >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> Dell'Oro Group Finds 4Q97 Asian Networking Equipment Market Growth Rate Slows - Near Term Prospects Mixed Asian Manufacturers - Allied Telesis, Accton & D-Link - Gain Market Share from North American Manufacturers PORTOLA VALLEY, Calif.--(BUSINESS WIRE)--April 8, 1998-- The Dell'Oro Group's 4Q97 Asia/Pacific Region Shared Hub & LAN Switch report reveals lower quarter-to-quarter growth in 100 Mbps Shared EN Hubs (+1%; down from +38%) and 100 Mbps Switched EN (+53%; down from +77%), and continued negative growth in 100+ Mbps ATM (-13%; down from -7%). 4Q97 Asia/Pacific market share leaders for high speed networking equipment are: Market 100 Mbps 100 Mbps 100+ Mbps Share Position Shared EN Switched EN ATM No. 1 3Com Bay FORE No. 2 D-Link Cisco Cisco No. 3 Intel 3Com Xylan In the 100 Mbps Shared EN market, D-Link and Accton gained ground; Intel retreated. In the 100 Mbps Switched EN market, 3Com gained on both Bay and Cisco, while in the 100+ Mbps ATM market, FORE ascended to the top position. During 4Q97, the migration rate away from 10 Mbps Shared EN Hubs slowed significantly. Relative to prior quarters, this represents a strengthening, and Asian manufacturers who are strong in this sector - Accton, Allied Telesis, and D-Link - gained market share. The Dell'Oro Group is a research and consulting firm that specializes in business planning and strategic competitive analysis in the networking industry. The firm's quarterly Asia/Pacific report provides in-depth data and analysis of the market's vendors, countries, and technologies. Vendors include 15 Asian and North American firms; countries include Australia, China, India, Japan, Korea, Malaysia, Singapore, and Taiwan. Technologies include Shared EN, Switched EN, and ATM.

To: Tim Luke who wrote (42826)	4/8/1998 2:12:00 PM
From: Greg h2o	Read Replies (1) \| Respond to of 61433

RE:<<I would agree but the stock is under valued and that will keep the price from falling even IF they don't meet the #.>> Under WHAT measurements? No, Tim, the stock was undervalued at 23...where you were saying to sell and run like hell. Now, it is bordering on being fairly valued given earnings growth prospects. Sure, we could see an upside surprise (I hope so because I still own 1/2 my shares), but if there is a negative surprise we could easily see the 20's (if the surprise is by more than a couple cents). Oh, if you want to see an undervalued networking stock, try MRVC (that's for you, Seth) regards, greg