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To: Dick Smith who wrote (11510)	12/4/1997 7:12:00 AM
From: vegetarian	Respond to of 45548

>>I don't agree. ASND investors did not seem to have any advance about the ASND earnings issues (even though some of us wondered about costs of the K56 upgrades, and burning MAXen, and so forth). There seemed to be shock. Further, a strong feeling against management developed, and was mentioned widely in some media. (No, I don't mean this thread on SI... I mean widely circulated media.)<< If ASND investors did not have any advance indication about ASND earnings how do you think the price came down from 55 to 35 before the earnings earning came? the 8K they filed about August earnings was a clear indication that there was going to be an earnings shortfall and ASND had received many downgrades before the actual warning. Of course, you can shoose to ignore taht and disagree which only strongly supports my hypothesis in the first place. :-) So there are more similarities between the two situations than you think.