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

To: swrdfsh who wrote (24860)	11/27/1997 11:01:00 PM
From: Gary Korn	Respond to of 61433

Stock performance of network stocks and wannabees since ASND reported 3Q earnings on October 9, 1997 thru Wednesday, Nov. 26: Stock 10/9 11/26 %gain(loss) p.e. CSCO 81 7/8 85 1/16 3.9 49 LU 88 7/16 81 1/16 ( 8.3) 97 TLAB 58 51 11/16 (10.9) 39 NETG 21 3/16 18 7/8 (10.9) -- XIRC 12 1/8 10 3/4 (11.3) -- XYLN 23 3/8 20 9/16 (12.0) 42 FORE 20 15/16 17 5/16 (17.3) 64 NT 109 3/16 88 7/8 (18.6) 31 PAIR 29 1/2 23 9/16 (20.1) 35 ASND 33 1/8 24 7/16 (26.2) 23 (assuming 1.06 FY97) BAY 41 29 15/16 (27.0) -- MRVC 38 27 1/8 (28.6) 38 CS 33 3/4 23 7/16 (30.6) 15 NN 65 3/8 42 5/16 (35.3) 48 SHVA 14 8 7/8 (36.6) -- COMS 55 5/16 34 5/8 (37.4) 30

To: swrdfsh who wrote (24860)	11/27/1997 11:27:00 PM
From: blankmind	Read Replies (1) \| Respond to of 61433

If you toss out the management you've lost half the value. - swrdfsh i am happy to see a to see a ringing endorsement of current mgmt from you. without the current mgmt the stock would be about 12 (big wedgey ouch). my point is the stock has lost more than 1/2 its value with the current mgmt. what makes you so sure a buyer wants current mgmt? my point on a hostile buyout, which is 99% certified not to happen, is that the price might be much lower than the $50+ dollars mentioned. it would be surprising not to see some of the network companies purchased next year, consolidation will continue to take place and new companies will enter the market.