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Technology Stocks : Ascend Communications (ASND)
ASND 205.50-1.5%3:59 PM EST

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To: Scott who wrote (15061)9/29/1997 10:28:00 PM
From: Immi   of 61433
 
Scott,
The earnings shortfall was expected. July an 8k was filed, and
management tried to make earnings till the last moment. I would give
them credit for that. Anyway, the fundamentals have not changed in
fact are better

- Cascade to annoucne new ATM switch (CBX..)

- IP Navigator to be released soon

- Updates to the Sahara line of products...

Now, when the Europeans have finshed "having their cup of tea"
which they have been having all summner, they must finish their
acceptance cycles. So, expect a good quarter next one. The fundamentals have not changed in my perception. IT is ATM over
Wan, remote access, and wan management. Ascend is there to stay...
O.k. this said and done, I am sweating with a 20% hit already. THis
happened to me with COMS also. The best remedy is to judge for yourself it the fundamentals are there are not. If unchanged then
just just relax....
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