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

To: James J. Cramer who wrote (22118)	11/8/1997 9:12:00 PM
From: swrdfsh	Read Replies (1) \| Respond to of 61433

jjc What do you think about all this chat about ASND being acquired? Is it ripe? swrdfsh

To: James J. Cramer who wrote (22118)	11/8/1997 9:13:00 PM
From: mark alan rosenberg	Read Replies (1) \| Respond to of 61433

James: I'm even an Eagles fan in Western PA, but I hoped they get wiped out on Monday night, because they won't give Hoying a try. What about Hoying?

To: James J. Cramer who wrote (22118)	11/8/1997 10:35:00 PM
From: Skeeter Bug	Respond to of 61433

>>Deserves to sell at lower multiple given what we now know about its growth rate, dont you think?<< james, i'll bet you that next year's earnings estimates are off by at least 25%... up or down, i don't know. i'm betting up. good luck...

To: James J. Cramer who wrote (22118)	11/9/1997 12:43:00 AM
From: blankmind	Respond to of 61433

what type of growth rate would you expect for asnd to deserve these multiples? expectations are 30+% this year.

To: James J. Cramer who wrote (22118)	11/9/1997 1:51:00 AM
From: pass pass	Read Replies (1) \| Respond to of 61433

chat.abcnews.com RAICAR from proxy.aol.com at 4:55pm ET Jim would like to know your opinion on ASND is this thje bottom? Buy, Sell or Hold???? James J. Cramer at 4:56pm ET Oh gee--i hope none of the thugs from the SI chatroom are here. I dont like ASND ------------------ yet, all your posts in SI are in this thread. Interesting.

To: James J. Cramer who wrote (22118)	11/9/1997 12:35:00 PM
From: scott maragioglio	Respond to of 61433

James, Dataquest is giving est. of approx 35-40% growth for the networking sector in 98'( if i'm off correct me my notes are at work). Internet infrastructure is now 11% of that pie, they feel that it could grow to 15% in 98'. A growing slice of a growing pie looks like a good place to be. Their will only be 3 major players in RAS, COMS, CSCO and ASND. As it stands Ascend holds the big club in Remote access, port density. Port density gives them the room in the margins to defend it's franchise and prosper. Now that the problems with the TNT have been worked out( except the signaling problem for the PTT's) They can start bashing everyone over the head with it. Once Cisco finds their place at the table and everyone accepts that they are going to be there then this story starts to gel. You can push the reset button and look ahead.

To: James J. Cramer who wrote (22118)	11/9/1997 12:41:00 PM
From: Glenn D. Rudolph	Respond to of 61433

Deserves to sell at lower multiple given what we now know about its growth rate, dont you think? James, The growth rate is being project. Not know. Is that correct? Glenn