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

To: garrick le who wrote (43628)	4/10/1998 4:37:00 PM
From: The Phoenix	Respond to of 61433

Garrick I appreciate you opinion and it's likely other have the same view. But I guess the position I'm attempting to articulate is that even with ASND's superior technology, given their slower growth rate, they should not have the same valuation as companies like CSCO. Am I off base on this? Investors want to see earnings performance and they only way to improve earnings if your not growing revenues is to cut costs and improve margins. ASND is adding resources not reducing and margins will get tighter as the market matures. Given this and given slow revenue growth...well I'm not sure where the earnings are going to come from. Now, this all said ASND is a fine play..but it's simply not a $70/$80 stock...like some believe. Gary (not Korn)