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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: Narotham Reddy who wrote (45199)4/23/1998 10:12:00 AM
From: Dennis R. Duke  Read Replies (1) of 61433
 
It could be that we are early, because we watch like hawks for mice to run out in the sunshine. Us lonely hawks sit high on top of freeway light poles, by ourselves viewing the field of information and harvesting only the Ascend kernels. So we get it, before the street cares. The announcement of any of these pending deals could make it jump.

I read the BARS report, and I said in posting of the Cowen report that I think Ascend is being conservative in their estimates. Now two brokerage analyst have said the same. Just wonder when the company will Microsoft and give us a new estimate. Relax, and stay put, the market will "get it" soon.

I realize this really should be posted to the message you responded to.

IMHO, Dennis
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