Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 197.70

-4.5%

2:50 PM EST

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To: vegetarian who wrote (25216)	12/2/1997 6:31:00 PM
From: gerard mangiardi	of 61433

I have no idea what the next quarter's numbers will be. I do however believe that the networking sector is about to have its stocks trade on invidual merits and not as a group. Csco already is and a few others will join in. I personally think that asnd will be another. It's managed better than coms. Coms aquisition of usrx was a dumb move as they paid a premium for a commodity business. Asnds purchase of cascade was a much better strategic fit. I also think the insider sales in asnd don't mean much as most of it comes from cascade mgt which I am sure sold the company to cash out. The fact that they have employment contracts is the main reason they still retain an affiliation with the company.

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