Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Finder who wrote (19880)	10/30/1997 11:32:00 AM
From: Bobo	Read Replies (3) \| Respond to of 61433

Mory may be the worst CEO in dealing with the analyst community on the street. He does'ny care what he does to the stock price as long as his options get reprice once a year. I can say with a great deal of confidence that no CEO likes to reprice employee options. It is very unlikely that Mory would get another chance to reprice them. Ascend's board would not let it happen.

To: Finder who wrote (19880)	10/30/1997 12:14:00 PM
From: JMD	Read Replies (1) \| Respond to of 61433

Growing companies that communicate well with Wall Street get rewarded with higher valuations (p/e or p/s). Fewer surprises gives analsyts more certainty Mory is very poor in this area, obviously. He probably won't get any better either, which is unfortunate for shareholder value. I keep a lists of companies that communicate well and those that communicate poorly. Some companies are so-so and I don't include them; Good communication MSFT INTC CSCO WDC HD Poor Communication ASND (TOPS THE LIST) AMD SEG PAIR MOT I would be interested if anyone can add to either list. Ending up on the "poor" list would not necessarily keep me from investing, but it would affect my estimate of a companies value since Wall Streets estimate has more effect than mine. I am just trying to get something out of a very frustrating investment John