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

To: gbh who wrote (46674)5/12/1998 10:21:00 AM
From: Greg Jung  Respond to of 61433
 
I'd stay away from COMS, myself. They were massively diluted with the USRX acquisition and the best hope of that, the TCH, don't appear on the radar screens. Figure a 10% net margin and 25% growth on current revenues, and a 3% yearly stock dilution. Throw in the cyclicity for a forward PE of 15 and you get a number. You tell me, I'm pretty sure its not close to 30. I want to look more closely as Cabletron when it approaches 13 again.

Greg


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