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

To: The Phoenix who wrote (43474)	4/9/1998 7:51:00 PM
From: pat mudge	Read Replies (1) \| Respond to of 61433

"We expected Core Systems to be flat but demand was strong (FR/ATM)." <<<OOOoops! COuld this be a problem? If core systems are flat...but carriers are deploying where is ASND generating incremental revenue? VoIP? Uphill battle. Carrier wins...perhaps but they said they expect growth to be flat. RAS? They're losing market share. Enterprise...not even. I'm worried...>>> You're putting your own spin on what was said. Ejabat said they had expected Core Systems to be flat and were wrong --- there was strong demand. "Much scheduled for 2Q shipping.. . . ATM and FR strong growth. . . broadband up. . . . gross margins 64%. . . better than anticipated." The other quotes remain as posted. Pat

To: The Phoenix who wrote (43474)	4/9/1998 8:02:00 PM
From: Sector Investor	Read Replies (1) \| Respond to of 61433

<<OOOoops! COuld this be a problem? If core systems are flat...but carriers are deploying where is ASND generating incremental revenue? VoIP? Uphill battle. Carrier wins...perhaps but they said they expect growth to be flat. RAS? They're losing market share. Enterprise...not even.>> Sounds like you didn't take the time to listen to the CC, Gary. Core Sales in Q1 was up slightly from a strong Q4 - Q1 is a slow quarter for carriers. ASND said strong growth in Core switching will go over 50% of ASND's revs sometime in 1998. Strong growth in core switching is expected. RAS? They quoted Dell'Oro as ASND 41% (same as Q2 1997), COMS 26%, CSCO 15% in ports deployed. Yes, CSCO is higher, but COMS was at 40% before, now 26%. It is apparently not ASND who is losing share. << I'm worried...>> You should be.