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

To: mark alan rosenberg who wrote (26662)	12/6/1997 3:25:00 PM
From: pass pass	Read Replies (2) \| Respond to of 61433

If you were ASND's owner, and the earnings were that visible (30%/year), you shouldn't put your company for sale in the first place. I think the jump is because Ashby reiterated being comfortable with 1.05 and 1.45 estimates. Last time he said sort of imformally so people didn't pay a lot of attention, now it's in DMG and he said it again. Let's hear him again in Jan.'s conf. call.

To: mark alan rosenberg who wrote (26662)	12/6/1997 9:30:00 PM
From: Sector Investor	Respond to of 61433

<<Using a share swap, ASND should see nothing less than $45/ share.>> Great post. Most people on this thread can't understand why $40 is still a ridiculously low price. Acquiring companies don't look at today's price or current year earnings alone - these are actually minor considerations - you have to project future earnings as well. Companies think STRATEGICALLY. Strategic planning is usually a 10 year horizon. Carry your calculations out another 5 years: '02 $4.7 bil $ 750 mil $3.96/ share '03 $6.1 bil $ 975 mil $5.15/ share '04 $7.9 bil $1.25 Bil $6.70/ share '05 $10.3 bil $1.65 Bil $8.70/ share '06 $13.4 bil $2.10 Bil $11.3/ share Now think of what ASND's future sales COULD BE with the addition of LU's (or NT's) customers, contacts, sales and marketing staff. Think of what ASND adds to LU in their battle with their competitors. $40 or anything close is an absolute steal.