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Technology Stocks : Ascend Communications (ASND)
ASND 197.10+0.1%1:24 PM EST
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To: Sector Investor who wrote (8232)8/8/1997 8:35:00 PM
From: scott maragioglio   of 61433
 
Sector investor,
Your right, 3com is trying to make the most out of the psi deal, there has been no change from the original arrangment.ASND will lose some market share but the market is growing rapidly, it's unrealistic for people to believe that ASND is going to keep market share in this quickly growing market with competitors like Cisco and 3 Com biting at their heels. On another note the analsyt from UBS securities is being IMO very misleading on this stock, I've read all of his recent reports on first call and he seems to be very biased on the stock and putting a negative spin on every issue. He made a huge deal out of the psi net situation and made it sound like Ascend had lost PSI net, the next day the release came out and it certainly was'nt what he had made it out to be. He also made brought up the situation with US West's !nterprise network and said that CSCO had taken all the business away from ASND, the very next day he had to retract the statment and restate that CSCO had taken some small part of that business( sorry I can't be more specific, I'm away from the office and don't have the info on hand). My point is be careful on this one, some analyst seem to be trying to hard to push to negative case.
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