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Technology Stocks : Ascend Communications (ASND)
ASND 206.82+0.6%10:07 AM EST

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To: Bruce Wilhite who wrote (7651)7/29/1997 5:43:00 PM
From: Scott   of 61433
 
Networking conference Today- Ended at 1:00pm east coast
- New Financial Model Op. Margin's High 20's SG&A down
- Rev. Growth- No slowing in sight ATM Strongest area
- Schould have press release regarding PSI-Net at current time 40,00 ASND ports 1000 Xports USRX
- No problem with Rockwell shipping at VOL
-Nortel- May expand relationships
- Comfortable with business in Europe
- CSCC double digit growth in frame relay

Two items to Highlight
- New financial model(schould see both earnings increase and price target upgrades)
- Improvement in CSCC(same as above)

Regards,

Scott
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