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

To: djane who wrote (50025)	7/15/1998 5:39:00 AM
From: tepli	Respond to of 61433

Thank you very much djane! "Backbone bandwidth need is growing exponentially" "Core switching strong demand. 23.4% seq. growth." "Mid 30% revenue growth in 1999" EPS guidance $1.6 for 1999. I think we'll see $60 by year end. They said China is a major near-term opportunity. I think China could be a major threat if they devalue their currency. That poses the biggest global downside possibility at the moment. tepli

To: djane who wrote (50025)	7/15/1998 6:58:00 AM
From: Terry Audette	Respond to of 61433

djane, Thanks for a very helpful post.

To: djane who wrote (50025)	7/15/1998 7:20:00 AM
From: ricky	Respond to of 61433

djane, Thanks very much for the summary. Your hard work gathering and reporting information is appreciated. Ricky

To: djane who wrote (50025)	7/15/1998 8:08:00 AM
From: gbh	Respond to of 61433

ASND discussed European competition from Siemens and Alcatel, who have been selling to these customers for decades. ASND doesn't know what their win rate will be in intl. djane, I know one way to get that win rate up. :-) Mory said ASND was not prepared to discuss the next generation GRF. There seemed to be a surprised silence before the next question. [Does anyone have an explanation for this?] Next generation GRF. Hmmmm. Maybe he should have said "just go to www.lucent.com". :-)