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

To: Glenn D. Rudolph who wrote (25094)	12/1/1997 8:46:00 PM
From: Jeff Jordan	Read Replies (1) \| Respond to of 61433

The Dell'Oro report to which you are referring is the thrid quarter of 97. COMS x2 was operational whereas, 56K Flex was not. I believe you will see a shift in the 4th quarter with ASND getting back to where they were as far as market share is concerned. The 56 Flex now does work. The market share loss to ASND is really due to Rockwell. Glenn, I guess its ashame Ascend doesn't make modems? As, that it now seems thats all 3Com does? The people I talked to at Ascend portrayed them to me as modem makers? Jeff

To: Glenn D. Rudolph who wrote (25094)	12/1/1997 9:35:00 PM
From: jhild	Read Replies (2) \| Respond to of 61433

Glenn, that is a good point about Dell'Oro report being for last qtr, and I would certainly hope to see some improvement in this qtr results. But I would still see ASND having less of an open field than they have enjoyed to date, which still suggests to me that they are not worth the multiples they have enjoyed. And I also agree that ROK has screwed the whole 56K Flex camp over by apparently forcing exclusivity on the one hand and then being late to ship. I think ASND management can be faulted for accepting their situation and not being pro-active like BAY. Coulda, shoulda. (Hindsight is a wonderful thing. :-))