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


To: djane who wrote (50201)7/19/1998 1:38:00 PM
From: Glenn D. Rudolph  Read Replies (1) | Respond to of 61433
 
Glenn, thanks for the analyst numbers.

dhane,

My pleasure.

Glenn



To: djane who wrote (50201)7/20/1998 1:31:00 AM
From: hitesh puri  Read Replies (1) | Respond to of 61433
 
Just listened to the ASND CC Q&A section. Just loved Mory's open blasting of Cisco and Newbridge.
" We think that Cisco is a great enterprise company but all they mainly sell in to the WAN space is routers. They have no major products that contend in that space. Their focus is enterprise and thats great for them."
" Newbridge has the 36170 which is a 4 year old technology. Our recent products are the best in class."

After a long time I felt that Ascend management was in control of the call and all their answers added a more positive tone and brighter outlook. Some anal-cysts really ask stupid questions. Like one guy asked "When do is 3Com coming out with SS-7 capable equipment ?"
Mory replied, "Maybe you better ask 3Com about that."
Helloooo !!! This is the Ascend conference call.
With the fastest growth in the industry (10% Q-Q) being affirmed by the CFO its only a matter of time till ASND gets the same premium being awarded to bloated Cisco. Sixties maybe within reach.

-hitesh