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

To: Tim Luke who wrote (59338)	1/19/1999 6:05:00 PM
From: Ingenious	Respond to of 61433

tim, i was simply looking for clarification of earnings on this one. it appears that the media has not published this one in a straight forward manner. in the end, this may in fact be a question of tracking lu rather than asnd. as a point of reference though, i got bit buying cien on the basis of a buyout from tlab. i think, however, this is quite a different story. unlike ciena, asnd has more customers than just att and people are aware of that fact. leland

To: Tim Luke who wrote (59338)	1/19/1999 6:06:00 PM
From: Bindusagar Reddy	Read Replies (3) \| Respond to of 61433

Tim, I am positive they made more than 31c. They are not showing to us only because it doesn't matter now. I know that they stopped shiping after 25th indicating that one weeks worth of revenues they deferred to this quarter, just in case they need to show the continued momentum and not dilute LU earnings going forward. Stephen sounds like a Schizophrenic and paranoid about the charge. The charge is purchases R&D. They are not hiding any operating expense. If you notice they increased Sales and marketing as well as R&D considerably this quarter. Next quarter they will blow the heck out of numbers just before merging with LU. That will be the last quarter ASND will report as a stand alone company. FYI if you look at balance sheet. Cash increased to 679 million from 475 million. Stock holders equity is more than 2 billions from 1 billion. This is where you look if a company is hiding exenses in charges. R&D charge does not affect the balance sheet, It may lower your taxes. BR