Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 205.50

-1.5%

Dec 5 9:30 AM EST

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To: Jan Crawley who wrote (37865)	3/5/1998 7:59:00 PM
From: Bosco	Read Replies (1) of 61433

Jan - you sez "Will Mot impact Asnd? I don't see it." Neither should INTC. I think it is more circumstantial. What is funny with the MOT preannouncement is that, to me anyway, it is such an open secret. If PrimeCo has canceled a 1/2 a billion contract with MOT, after allegedly levying contractual fine against the latter, not to mention it has been an underachiever, businesswise, in the past 2 yrs, it seems so disingenious for the financial reporters to say the sky is falling now. Personally, I think INTC is a story b/c its traditional ability to guide WS. Of course, b/c of MOT capitalization, it is possible that the sell trading pgms would be triggered if MOT broke down badly. If that is the case, it will be harder to support ASND. So, it is more liquidity that may affect ASND JMHO rgds Bosco

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