ASND - Discussion, but no quotes Message Board

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Technology Stocks : ASND - Discussion, but no quotes

ASND 197.59

-0.8%

Nov 7 9:30 AM EST

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To: Kevin Kessel who wrote (121)	9/17/1997 8:28:00 PM
From: Viswanathan Visweswaran	of 186

Could someone please explain how these two companies could have such widely different expectations from the same contract? Everen - ( See techstocks.com ) ...According to the release, NTT will purchase over 150 Ascend's frame relay switches and "a number" ATM switches to build out their frame relay backbone over a period of three years. The release did not disclose the total purchase value. According to our estimates, we believe the deal could be worth as much as $300 million. Cowen - ( See techstocks.com ) ASND Gains A Modest Win At NTT. Last night ASND announced that NTT intends to deploy 150 BSTDX 9000 frame relay switches (ASP about $150K) and a number of ATM switches over the next three years. While we do not know the size of the total order, (particularly the ATM component), the frame relay portion of the order totals $22.5MM over three years, or $7.5MM per year, a relatively modest amount. Vishy

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