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


To: Bindusagar Reddy who wrote (57758)12/3/1998 12:32:00 PM
From: The Phoenix  Respond to of 61433
 
BR,

OK...let's review:

Hisham posted data from Del'Oro.

Message 6664413

I said nothing. After all, this was good and valuable information

Pat Hughes cracked me up with his post:

techstocks.com

*Thanks Pat, I needed the laugh*...

Then you come in with this:

techstocks.com

First we actually don't know where the comment about $30M of Cisco's router reveunues are reported as RAC came from. Nonetheless I don't think $30M is worth arguing about for any of those top players (ASND, COMS, and CSCO). Fact is, no matter where you put the $30M these are the three co-leaders in this market space - a market space that is small and not growing (geez talk about making a mountain out of a mole hill).

However, you decided to take this issue much further by claiming that CSCO LIES about reporting - a general and falicious comment. I see no factual information from you which supports this position. You point to heresay evidence - we don't even know the source or whether CSCO has had a chance to support their assertions about RAC revenues. Nonetheless you come riding in here and you begin crapping all over CSCO. The Mighty Mizzou - the most unabashed ASND long I've ever seen says I'm off base??? OK...whatever. I can accept that there are those that see ASND and CSCO as partisan issues. The fact is that this is a market that the success of one feeds off the other and the success of both these companies is critical for my portfolio. I does irritate me when I see someone post misinformation or unsupported OPINIONS yes positions them as fact. Yes, there MAY be accounting inconsistencies and it absolutely appropriate to call these into question. But to blow them into something much larger is irresposible. Given your MO..Clinton probably did everyone in the WHite House...even Bruce Lindsay. eeeesh...

So, BR, if you want to post opinions...which you are more than welcome to do..at least do us the favor by posting that they are your opinions.

Nuf said....forget it....

OG