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

To: Gary Korn who wrote (25406)	12/3/1997 5:13:00 PM
From: getgo234	Read Replies (1) \| Respond to of 61433

Gary and others: Excuse me, but was it COMS or ASND that preannounced disappointing quarterly numbers ? Based on the price performance today it was difficult to tell. Sorry, I couldn't resist. To a novice investor like myself it appears that investors seem to think that the networking industry will disappear in the next two or three years.

To: Gary Korn who wrote (25406)	12/3/1997 6:05:00 PM
From: TWC	Read Replies (1) \| Respond to of 61433

People are selling LU to buy BAY, maybe some ASND.

To: Gary Korn who wrote (25406)	12/3/1997 10:43:00 PM
From: sepku	Read Replies (1) \| Respond to of 61433

Gary, Sector, Larry, and Maverick...I address you four primarily, since you tend to be the most enthusiastic and committed when it comes to analysis of our investment. I was wondering whether we should try to pool all our information for the current Q, and compile a list of all known/announced contracts/deals/alliances yielding revenue to Q4. Then we could estimate the amount the deals are worth by calculating the $ x equip. x quantity. Then add misc. revenue sources, such as the installation and parts. Add perhaps $10 mil of rolled over Q3 revenue. Subtract any charges, if any. Then account for a couple % points for loss of gross margin. It wouldn't have to be made into an intense effort...just for a rough idea of where we stand for the Q, thus far. I don't see any reason why the analysts, who undoubtably conduct this very task in effort to keep their estimates current and accurate, must be the only ones with any idea of where ASND stands today and how much more revenue is needed to at least meet the #'s. Any comments? Or do I sound like I just need a good night's rest? Style Pts.