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Technology Stocks : Ascend Communications (ASND) -- Ignore unavailable to you. Want to Upgrade?

To: Tim Luke who wrote (19165)	10/27/1997 12:04:00 PM
From: Sector Investor	Respond to of 61433

More ASND related news on the news only thread exchange2000.com

To: Tim Luke who wrote (19165)	10/27/1997 12:07:00 PM
From: Sector Investor	Read Replies (1) \| Respond to of 61433

Compliments of UBS: The following table provides our estimates for Asia exposure on several companies we follow. Company %Sales Overseas %Sales in Asia %Sales In 4 Weak Asian Countries %of Assets in Asia ADC (ADCT-$32-NR) 22% 5% <5% Minimal Ascend (ASND-$33-Hold) 35% 20% <5% Minimal Bay (BAY-$32-Hold) 35% <10% <5% Minimal 3COM (COMS-$45 13/16-Buy) 45% <20% <5% Minimal* Cabletron (CS-$30-Hold) 30% <10% <5% Minimal Cisco (CSCO-$80--Buy) 48% 15% <5% Minimal DSC (DIGI-$26 11/16-Buy) 30% <10% <5% Minimal Farallon (FRLN-$7 5/8-Hold)30% <15% <5% Minimal Harmonic (HLIT-$13-Hold) 60% <20% <7% Minimal Lucent (LU-$81--Buy) 25% <10% <5% <5%* NextLevel (NLV-$15-Hold) 25% <15% <7% <5%** Newbridge (NN-$55 -Hold) 50% <20% <5% Minimal NorTel (NT-$93 3/16-Buy) 45% <10% <5% <5%*** PairGain (PAIR-$26-Hold) 10% <5% <3% Minimal Scientific Atl.(SFA-$19-Hold) 37% <15% <7% Minimal Tellabs (TLAB-$50 -Buy) 33% <5% <5% Minimal UBS Estimates * 3COM is planning a new manufacturing facility in Singapore in early 1998 DSC international sales include sales to Motorola (MOT-$63 -Hold) that are destined for international markets * Lucent has 11 manufacturing joint ventures in China ** NextLevel has a major manufacturing facility in Taiwan *** NorTel has manufacturing facilities in China UBS Securities LLC makes a market in the following securities: ASND, COMS, CSCO, DIGI, FRLN, HLIT, PAIR and TLAB