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Technology Stocks : Ascend Communications-News Only!!! (ASND)
ASND 213.20+3.3%1:09 PM EST
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To: DHB who wrote (1083)2/1/1998 9:11:00 PM
From: Thomas M.  Read Replies (3) of 1629
 
Dennis Duke's revisions to previous report:

As to Gary's pass thru transmission from me at Montgomery Securities' conference, I
have two corrections which are minor, but want to set the record straight.

As to point 2: the MIS systems will be completed (future tense) in Q4 1998. That
completion will allow better visibility from Order entry through to Financial Statements.

As to point 6: Japan could go down from 5% level, but the downside is limited, and the
upside is expected later in this fiscal year.

I will be posting later the variances in the overheads. There were new charts added to
this presentation that were not in the MS conference. Defining CLECS, and responding
to units in the Del Or'O report.

I spoke to Gary while driving so my notes were not available. I'll be checking those as
well.

One thing that I thought was interesting was that there was a side bar discussion with
Ashby and other non-company people, about which analyst follow the company closely.
Solomon Smith Barney's analyst was mentioned as being one of the better ones, by
Ashby. Out of the 30 or so analyst that follow the company, it was mentioned that many
of them do a poor job of even staying in touch with the company, and maybe are not
providing current guidance about new events within ASND including ATM prospects
among other things.

My 2 cents for my first posting on SI, Dennis
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