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

To: Glenn D. Rudolph who wrote (28666)	12/25/1997 5:53:00 PM
From: hitesh puri	Read Replies (1) \| Respond to of 61433

>> I am not doubting this. I am wondering how we know. How we know how much in the quarter or whether we know that they are the vendor for the AT&T backbone ? -hitesh

To: Glenn D. Rudolph who wrote (28666)	12/26/1997 8:28:00 AM
From: scott maragioglio	Read Replies (1) \| Respond to of 61433

Glen, We know because the company is telling the analyst about it. I belive UBS reports it in their First call, and I have talk to the SBC Dillon Reed analyst who is also telling me about it. The only info we really lack is what kind of spending plans AT+T has. The other important info we need to track down is what kind of spending plans NTT has for the next few quarters. This is a major contract but Ascend has been very conservative when talking about it. Ascend is for now (can't belive it will stay this way) the sole Wan equiptment supplier to NTT, and NTT has plans to build out a nationwide network in japan. That has got to add up to some good revenues. For now the only feed back that I get is that NTT is still executing their plan but displaying cautious spending patterns because of the crisis in asia.