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Technology Stocks : Ascend Communications (ASND)

ASND 213.36

-3.3%

Dec 15 3:59 PM EST

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To: Peter Yang who wrote (36118)	2/24/1998 10:39:00 AM
From: Dennis R. Duke	Read Replies (1) of 61433

Yes, I was there. The slides were slightly different in favor of ATM switches. Kristina, in Investor Relations, is going to mail me a set of slide copies. I have the last two presentations here for comparisons, and will report on the differences when I get them. It was late when I got back to Monterey from San Francisco, so I have not posted yet. Generally, they reported status quo for anyone who is as informed as we are in this forum. No surprises. There were separate meetings with fund managers, but no committments to purchase, as I understand it. Our recent 13G filer may have gotten the industry interested again, but consistency is going to be the buzzword here. We can not scare the funds again. The broker public there seemed impressed. The comments on the AS5800 were they (Mory) doesn't see it as correct for the market. I'll get out my notes here in a little bit and write a proper report shortly. Dennis

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