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

To: vegetarian who wrote (25451)	12/4/1997 12:35:00 AM
From: blankmind	Respond to of 61433

yes, coms receives upgrades for missing the quarter. asnd receives a downgrade from every analyst, bartender, and barber. coms continues to be a darling, see the last baron's article, modem sales plummet, but they plan one day on cable modems, so the price is justified. i do believe asnd will be higher than coms in the next 6 months at some point.

To: vegetarian who wrote (25451)	12/4/1997 11:55:00 AM
From: Marcel	Respond to of 61433

So far though, the big difference is that while Mory shut the analysts out, Eric B actually sought their advice...thus the positive spin! They were like obliged to say things that will be construed as postive (ie this is bitter medicine, but good for future...yada yada yada). That said, you can bet that the MM will run up the stock just to short some more before the earnings realease shows the real picture, namely squeezed margins... Regards