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

To: pass pass who wrote (27560)	12/11/1997 11:00:00 AM
From: MoonBrother	Read Replies (2) \| Respond to of 61433

OFF TOPIC - SHVA Alert! SHVA has already erased all the deficit caused by panic market condition this morning, and charged into positive territory while all the major tech stocks are still in deep deficit! As I noticed lately, there are some huge buying interests supporting SHVA. Whenever there is a slite rebound in market condition, SHVA would responded with quick and sizable rebound ahead of all other tech stocks. My feeling is that SHVA will finish above $11 today if the whole NASDAQ can cut the deficit to below 20 pts. Good luck everyone! MB

To: pass pass who wrote (27560)	12/11/1997 12:09:00 PM
From: Sector Investor	Read Replies (2) \| Respond to of 61433

<<Sector, my point is if no one knows what concensus the CFO is comfortable with, then his claim is meaningless. If he meant to say comfortable with $1.15, then the EPS is only growing 10% (1.05 -> 1.15), fair value: $11.5; if he meant $1.45, then EPS grows 40%, fair value: $46. Am I clear?>> The $1.45 was an error and a correction was issued. CFO is previously on record saying $1.15-$1.20 was the comfy zone. You can't figure EPS is only growing 10% based on that - it just means CFO is comfy with 10% growth - projected over a year out in the future. Actual growth almost certainly has to be significantly higher than that - we will just have to wait and see. Am I clear?