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

To: Maverick who wrote (28196)	12/17/1997 10:08:00 PM
From: Sector Investor	Respond to of 61433

<<GS didn't do diligent research. A lot of their analysis is guess work.>> Yes, that seemed apparent to me. <<It appeared they wanted err on the perceived safe side.>> Yes, they all seem to do this. No point in risking anything by being different. After all how can they be faulted for spewing the same line that others are saying? When one bigger one turns, they will all begin to turn. I bet they even all dress the same! It seems to me with the contacts they have and access to information, that they have to know more than they are saying - or else are completely incompetent. If they know more, but say this (and particularly at this time) that really says something, doesn't it? And if they are just issuing the party line, that also says something. Which do you think it is?

To: Maverick who wrote (28196)	12/17/1997 11:45:00 PM
From: Gary Korn	Respond to of 61433

Maverick, I noticed your Vickers insider post on the news thread. I'm wondering why Ejabat, Deshpande and several other key people don't show up on the top 10 list. Perhaps it is inaccurate. The ASND proxy statement (I posted this once before) is perhaps more accurate? In that regard, I'm quite unhappy with the various services that purport to offer (for a fee) insider trading databases (Edgar-Online, insidertrader.com, market guide, etc.) I've not yet found an insider trading database that is accurate or reasonably timely. Gary Korn

To: Maverick who wrote (28196)	12/18/1997 12:26:00 AM
From: Gary Korn	Respond to of 61433

Maverick, thanks for brightening my evening with your post #28185. Even with today's poor performance, ASND remains 6th among the networkers since Oct. 9 (same ranking as yesterday): Stock performance of networkers and wannabees since ASND reported 3Q earnings on Oct. 9 thru Wed., Dec. 17: Stock 10/9 12/17 %gain(loss) p.e. CSCO 54.58 54 3/16 ( .7) 31 TLAB 58 50 7/8 (12.3) 39 LU 88 7/16 76 (14.1) 90 XIRC 12 1/8 10 1/4 (15.5) -- NT 109 3/16 89 7/8 (17.7) 31 ASND 33 1/8 24 3/4 (25.3) 23 (assuming 1.06 FY97) XYLN 23 3/8 16 7/8 (27.8) 34 FORE 20 15/16 15 1/16 (28.1) 56 SHVA 14 9 3/8 (33.0) -- PAIR 29 1/2 18 13/16 (36.2) 28 COMS 55 5/16 34 1/2 (37.6) 30 BAY 41 23 7/16 (42.8) -- MRVC 38 21 1/4 (44.1) 30 NN 65 3/8 34 15/16 (46.6) 39 MADGF 8 3/8 4 3/8 (47.8) -- CS 33 3/4 14 1/2 (57) 9 Gary Korn