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


To: Mighty Mizzou who wrote (51605)8/4/1998 6:45:00 PM
From: The Phoenix  Respond to of 61433
 
Mizzou,

Go back and look at the previous 5 quarters of releases. Chambers has said this every quarter and every quarter (except one I think) margins have improved. This is mainly due to the fact that CSCO sells 64% of their product via the internet...keeps costs down. They may be reaching critical mass here, but if they succeed in winning a few more switch/router acounts then margins will continue to grow...or at least hold steady. Ah well, perhaps it's wishful thinking.

OG <--the Real "G". :)



To: Mighty Mizzou who wrote (51605)8/4/1998 6:55:00 PM
From: djane  Respond to of 61433
 
Bloomberg on CSCO earnings [Minor ASND reference]

bloomberg.com@@EIj16AcA8uNtKpi1/bbn/hwy/hwy1_02.html



To: Mighty Mizzou who wrote (51605)8/4/1998 8:39:00 PM
From: Mighty Mizzou  Read Replies (1) | Respond to of 61433
 
I see a wave of "flight to quality", ASCEND! (eom)