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Technology Stocks : Ascend Communications (ASND)
ASND 205.50-1.5%Dec 5 9:30 AM EST

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To: Finder who wrote (13409)9/18/1997 12:28:00 PM
From: Steve Lee   of 61433
 
Finder,
>>Cowen says Japan sale good for 22 Million Everen says 300 Million.

Cowen is more respected in tech sector than Everen. I would think Cowen may be right about hardware costs only (excluding other related costs such as maintenance contract and future upgrade) according to my sources for the pricing of CSCC switches. However the Everen's $300 estimates is way off base, unless if they are talking about additional contracts after this.

Regards
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