Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 222.45

+2.3%

Feb 6 3:59 PM EST

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To: kevin bennett who wrote (3293)	6/3/1997 12:06:00 AM
From: Immi	of 61433

Kevin, I have 50% of my portfolio in COMS & 50% in ASND/CSCC. Now, I have ridden this wave from 60-26 for coms, and 38-59 for ascend, and 53 to 24 for CSCC. Sure, I do have patience as I am confident in these companies being fundamentally sound... Does it take a rocket scientist to clearly see that Ascend has thrashed CSCO in the ISP area?. What is holding this "baby back"... Do you think it is the merger uncertainity?. How come there is NO news out of the CSCC camp?. Product wise or anthing else. There is some "quiet period" before the merger when has that expired?. I am long so I don't care much, since time will tell. It is definitely a no-brainer to have ascend, with knowledge that it is going to meet its estimates. Mory, is managing the analysts. I bet Ascend will beat estimates by a few pennies. TNT has just been release internationally... Can someone confirm that the RBOC's are buying again?. That the frame relay business is picking up... Regards, Immi

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