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

To: Pat Hughes who wrote (56286)10/21/1998 10:02:00 AM
From: gbh  Read Replies (1) | Respond to of 61433
 
Pat, forget about the loans. Its the forward revenue and earnings growth the analysts are worried about. All of us here feel they will make these numbers, but since ASND is not CSCO, they don't don't get the benefit of the doubt. WS says "show me". IMO ASND will have to start beating estimates by larger amounts to support the PE multiple expansion we all want. The stock price may simply just grow at 25-30% a year, commensurate with their true growth rate. And this may be all that management wants.

Gary



To: Pat Hughes who wrote (56286)10/21/1998 11:00:00 AM
From: The Phoenix  Read Replies (1) | Respond to of 61433
 
Pat,

Once again I agree - it's not the $8M. It's the indication that the CLEC's and possibly other carriers need help to finance the buildout. If this is a trend then it could affect future ASND earnings and revenues. THAT, I believe is the underlying issue.

OG


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