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

To: Leeza Rodriguez who wrote (46562)	5/11/1998 12:02:00 PM
From: The Phoenix	Respond to of 61433

Agreed, I was going to get to that work tonight. Thanks for the heads up. Clearly margins are a huge consideration. At the same time in order to get a correct idea of future valuations we have to make some assumptions about margins going forward. As LU enters the traditional Cisco market their margins may improve. At the same time Cisco is seeing more competition and therefore may see margins slide. Every quarter Cisco management talks about sliding margins and the last two quarters margins actually improved! It's an interesting sitch... OG