Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 208.27

-2.4%

12:40 PM EST

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To: jefferson who wrote (14665)	9/27/1997 10:18:00 AM
From: Gary Korn	of 61433

- poor July results (I dont care what you want to believe, this is the only real information that we currently have to justify the stock's decline - this may be the one item that can be tied to poor merger execution) Nice post, Jefferson. Other real, hard, information we have is: 1. Market Related The current $20B market that ASND is competing in is expected to be a $50B market by 2004 (well, this is soft information, but fairly well predictable). 2. Company-Sales Specific - NTT contract for next 3 years for carrier class frame relay + ATM - UUNET contract through 1997 on Max TNT product - Shanghai Bell/China market deal posted early this summer - Datacraft 3 year contract referenced by Silicon Investor's post - U.S. West dropped plans for IDSL, equipment sale lost by ASND 3. Insider Trading - No insider selling (except for some 280 shares) Gary Korn

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