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Technology Stocks : Ascend Communications (ASND)
ASND 208.59+4.1%Dec 4 3:59 PM EST
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To: Sector Investor who wrote (13359)9/18/1997 12:39:00 AM
From: H. Wai   of 61433
 
Sector investor,

I think the problem is that many people really don't know how much the contract is worth. Even the analysts can't agree on the amount of the deal. In fact they have huge difference. Yesterday, someone mentioned that the frame relay switch is worth six figures. If the switch is worth about 100,000-200,000, then the deal will be about $25-35M, just as the Cowen analyst has said, a "modest win".

Of course, if the switch costs much more, then the contract worths much more. Can you give your opinion why the deal is not "modest"?

Thanks.

H.Wai
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