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

To: Terry Audette who wrote (48218)6/7/1998 1:38:00 PM
From: Gary Wisdom  Respond to of 61433
 
Re: report from Japan

Thanks for the post. I'll put in market orders to sell all my networkers first thing Monday morning.

Not.

Wow, these chat forums really pick up some strange stuff. It's most probable that all networkers business is not particularly "healthy" in Japan right now. Doesn't take a rocket scientist to figure that out. But, what's more important is the % of business these companies do in Japan in the first place, and what % of total revenue/profit is included in the next quarter's estimates.

I doubt either figure is particularly high.

Of course, CS is a dog in the first place.



To: Terry Audette who wrote (48218)6/7/1998 4:43:00 PM
From: Joseph Pareti  Read Replies (3) | Respond to of 61433
 
>Cisco is also down revenue 30%
did they warn ?
sorry I am not up to speed on
networkers these days, too much bogged down with intel.

It seems everybody has the inventory problem, Financial Times
however gives credit to
CSCO for "outperforming"
[the PC industry] that
has now become "commodity".

I suspect ASND doesn"t make yet to the headlines but I am still long and hold faith in their potential.
The other side is CSCO is
for many a defacto standard


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