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Technology Stocks : ASND - Discussion, but no quotes
ASND 201.04-0.3%3:59 PM EST

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To: blankmind who wrote (136)9/23/1997 1:26:00 PM
From: Glenn D. Rudolph   of 186
 
Here is the recent email dialogue between Mr. Johnson and myself: Why don't we start at the beginning of this relationship? Who are you? And why should I care what you think? Are you a paying client of this firm? How did you get my comments? The stock has been straight-up since I down-graded the stock. My impact is minor, if not negative. I am not so sure that you should be that worried about what I have to say. Paul Johnson > -----Original Message----- > From: Glenn Rudolph [SMTP:grudolph@highwaygds.net] > Sent: Tuesday, September 23, 1997 12:45 PM > To: Paul Johnson > Subject: Re: your email > > > Dear Mr. Johnson: > > I did reread your reports. You expressed major concern regarding the > earnings of Ascend due to a competing product by Cisco that you > admittedly > knew nothing about. Your only source of information was industry > publications and you did not even state which publication those may > be. > > You made it clear that the Cisco's AS5300 RAC was a real threat to > Ascend. > How did you come to that conclusion? You also downgraded Ascend based > on > increased competition of RACs manufactured by competitors. > > How much of a part did the Cisco AS5300 play in your downgrade of > Ascend? > > You asked why I care what you have to say. The answer is simple. You > and > your firm are highly respected in the high tech investment sector. > Your > statements affect the market's reaction to the specific security in > question. It would be difficult for me to give any credence to an > upgrade or > downgrade by you if you are using rumors only to make your decisions. > > I thank you in advance for your reply. > > > Very truly yours, > > > > Glenn D. Rudolph > ---------- > >From: Paul Johnson <Paul_Johnson@rsco.com> > >To: "'grudolph@highwaygds.net'" <grudolph@highwaygds.net> > >Subject: your email > >Date: Tue, 23 Sep 1997 09:24:26 -0700 > > > >Why do you care what I have to say? > > > >You obviously have no idea what point I was trying to make. Read the > >reports again and the point might become clear. Then we can discuss > it. > > > >Paul Johnson > >
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