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

To: Hagar who wrote (60715)	4/9/1999 1:07:00 PM
From: The Phoenix	Read Replies (1) \| Respond to of 61433

First let me apologize for posting twice. Don't know what happened there.. A little edit and poof, two posts. Sorry everyone. As for companies breaking out revenue per product, I'm sure every company has its reasons why or why not they should or shouldn't provide that level of granularity. The discussion however is directed at a much simpler issue - that is, is CSCO and ASND carrier revenue accelerating at an equal pace or is one outdistancing the other. The point I made earlier is that both companies are doing VERY WELL and that both are growing in excess of the market. CSCO is growing a bit faster right now because they are putting a huge push on to get more entrenched in that space partly due to slowing enterprise sales. So far it would seem that CSCO has performed well demonstrating 50% growth into the carrier market. I think that's the only point being discussed....although perhaps Mizzou might want to make more of an issue out of this. OG