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

To: Matt Meagh who wrote (22153)	11/9/1997 10:46:00 PM
From: sepku	Respond to of 61433

>>>I thought I read something about the NTT deal being worth 200-300 mil. Can you explain how you think it is only worth 50?<<< I've just started trying to work my way up the thread and catch up on the weekend's posts, so I don't know if anyone responded yet. The $200-300 mil figure was the original rumored amount that the deal was worth according to the two analysts that leaked it "unofficially" in the beginning. When the actual press release came out, I believe the amount of equipment on order was listed for the course of 3 years, however no specific price was. Now, I've heard figures from $50 mil to $300 mil, and I'm not sure which it is. I remember a few individuals tried to calculate the potential revenue (size of the deal) by multiplying the est. cost of each piece of equipment by volume of the order, but this doesn't account for all kinds of other potential sources of revenue such as installation, maintenance, spare parts, and training. If anyone else has a better clue as to what the actual value of the NTT deal is, I'd be very interested in finding out as well. I really don't know what figure to believe anymore! If the deal is truly in the 100s of $millions, then the deal truly is significant beyond a minor revenue injection and bonding between NTT and ASND. Style Pts.