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

To: mark alan rosenberg who wrote (22673)	11/11/1997 2:08:00 PM
From: sepku	Read Replies (1) \| Respond to of 61433

I agree, Mark. Market share is of utmost importance...it's the only way to ensure a fat slice in revenues of the huge market RAS will grow into by the year 2000 and beyond. ASND must do whatever it takes to fend off the hyenas, like CSCO. Style Pts.

To: mark alan rosenberg who wrote (22673)	11/11/1997 2:19:00 PM
From: jeff wheatley	Respond to of 61433

< If they are building in Taiwan or Singapore, devaluation in these countries will make products there a lot cheaper to build > Barrons stated that ASND received 28% revenue and earnings from Asia and listed it among those companies most vulnerable to the troubles over there.

To: mark alan rosenberg who wrote (22673)	11/11/1997 3:18:00 PM
From: sbeckbal	Read Replies (1) \| Respond to of 61433

One of the more highly regarding networking analysts on the street just confirmed in a private telephone conversation that CSCO's specific targeting of ASND is what has most damaged ASND's revenues and "visibility" and by extension, the stock performance. There appears to be so much confusion regarding just how far CSCO will go in putting pricing pressure on ASND (having publicly admitted their intention to go after ASND) that institutional holders have largely dumped the stock. The analyst's thought about the future is that this war will take about 2 quarters to play out, during which time the stock might not offer much in the way of return, as ASND is forced to drop prices in order to compete. On the other hand, I understood the analyst to imply that ASND would not necessarily reject an offer to be taken over. There seems to be no doubt that CSCO, COMS, and ASND may/will all be ultimately successful; the question, it seems, is more about the issue of time.