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

To: Gary Korn who wrote (29635)	1/7/1998 10:52:00 PM
From: Larry J.	Read Replies (1) \| Respond to of 61433

Gary, you are awesome. This is more hard news in one post than I've seen in many months. Thank you very much for your hard work! Did you tell Mory and Michael that you were the representative from the SI thread? Great Job! Larry

To: Gary Korn who wrote (29635)	1/7/1998 10:55:00 PM
From: Tom Hua	Read Replies (1) \| Respond to of 61433

Kudos to Gary! What an outstanding job you have done. Thanks very much. Regards, Tom

To: Gary Korn who wrote (29635)	1/7/1998 10:58:00 PM
From: Jeff Jordan	Respond to of 61433

Gary, I'm sure your informed direct questions did not go un-noticed...they were exceptional. No doudt you just increased our chances of a rather large jump in confidence and price. Did you get any jobs offers today? Very well done!!!!!!! Jeff

To: Gary Korn who wrote (29635)	1/7/1998 11:07:00 PM
From: Edward J. Edwards, III	Respond to of 61433

Great Job Gary!

To: Gary Korn who wrote (29635)	1/7/1998 11:09:00 PM
From: Glenn Norman	Read Replies (1) \| Respond to of 61433

Yo_Gary.......................I am long ASND for some time and lurk the thread on a regular basis with out any need to put in my two cents worth, but I must say that the folks on this thread (including myself) are deaply indebted to you for your exceptional input everyday, but more especially to you today in your coverage of the MS conference! MANY THANKS! Cheers-Norman!

To: Gary Korn who wrote (29635)	1/7/1998 11:10:00 PM
From: ION$	Read Replies (1) \| Respond to of 61433

Gary, Your post was most impressive in scope, detail and lucidity. My take is ASND is truly on the mend. One has to assume Mory et al were holding back a wee bit so as not to make promises that turn out undoable. Would you agree with that assessment? Many thanks for your hard work. Sounds like you truly enjoyed it though. Regards, ION$

To: Gary Korn who wrote (29635)	1/7/1998 11:17:00 PM
From: JOHN CHEN	Respond to of 61433

Thanks for a very detailed report. Great work on your part. It does not take a rocket scientist to figure out that ASND is turning around. Just look at the recent BUYING POWER on the stock, you can tell the stock is being accumulated. The advantage of being in the Silicon Valley is that you hear things-sometimes out of no where but most often there's a basis. The buzz on ASND is that ASND is looking up, and the stock price certainly reflects that I am not the only one who know ASND is turning around. As far as the buy out offer, it may happen and it would be great... but without it, ASND will still rise purely due to its sound business.

To: Gary Korn who wrote (29635)	1/7/1998 11:21:00 PM
From: satish kamat	Respond to of 61433

Great work, Gary. Recently saw a rerun of the movie 'Quizshow'. Apperantly, wall street used to hire lawyers as they were best in getting to the heart of the information. I can see the logic.

To: Gary Korn who wrote (29635)	1/8/1998 12:03:00 AM
From: jach	Respond to of 61433

<great post, and some remarks -> ----------- a. Book to bill will exceed 1 for the 4Q b. "We met our plan" for the 4Q c. The plan for 1998 is a 30% revenue increase and he is optimistic about meeting that plan. (In a 1 hour break-out session, this number was later changed to 15-20%) ---------- not clear the direction for Q4; met our plan and book-to-bill exceeded 1 do not necessarily mean they met q4. As for 98 plan, one can plan anything, so it meant nothing. If to base on the number below of 300m and 25c for targeted Q1 then to get the low estimated 23c for Q4 they will need to have revenue of around 292m. ----------- . Ashby also said: "Analysts project 300MM and 25cents/share for Q1...Frankly, anything over that, I don't care. Our primary objective is to regain the respect of the Street. We will meet the projected numbers, towards the high end each time." I got the definite sense that Q198 is not a problem, that it is effectively met already (or certainly will be). ----------- this is strange; the overall concensus for the low for Q198 is 26c and the high is 30c. So, the number 25c is already low.

To: Gary Korn who wrote (29635)	1/8/1998 12:04:00 AM
From: michael modeme	Read Replies (2) \| Respond to of 61433

Man, thank you very much for your work Gary! You have provided all of us with a tremendous amount of information. We all owe you big time! It looks like a year from now we may see 40-60 x earnings!! You is da man!

To: Gary Korn who wrote (29635)	1/8/1998 12:21:00 AM
From: STEVEN W. DASENBROCK	Respond to of 61433

GARY THANK YOU - THANK YOU VERY NICE WORK! STEVE

To: Gary Korn who wrote (29635)	1/8/1998 1:44:00 AM
From: FISHERMAN	Respond to of 61433

Great job Gary; your efforts are very much appreciated. tw

To: Gary Korn who wrote (29635)	1/8/1998 4:11:00 AM
From: DSA	Read Replies (1) \| Respond to of 61433

Though relatively new here, I've been reading regularly for some time. Your posts are always among those that I consider most carefully. Thanks for your efforts above and beyond the call... Dan

To: Gary Korn who wrote (29635)	1/8/1998 6:59:00 AM
From: Joseph Pareti	Read Replies (1) \| Respond to of 61433

Gary, until I read your post I was under the impression that GRF and core switching are the same thing (forgive my ignorance in networking matters ) - is the 'backbone' segment a service business akin to e.g. Lucent ? - also, can you comment on ASND view of Gigabit Ethernet,vs ATM. I have seen an Intel white paper favoring the former for cost reasons and because of no learning curve Thanks

To: Gary Korn who wrote (29635)	1/8/1998 7:27:00 AM
From: Neil H	Respond to of 61433

Gary Thanks a lot for your continued positive contributions to the thread!! Regards Neil

To: Gary Korn who wrote (29635)	1/8/1998 7:51:00 AM
From: Chris Chandler	Read Replies (1) \| Respond to of 61433

Gary, I just got a chance to read your review of the conference and interview with Mory. Thanks for all the hard work. This is an incredibly thorough interview of Mory with some great information. I'm cautiously optimistic that all this will come to fruition and be reflected in the stock price. Thanks again. Chris

To: Gary Korn who wrote (29635)	1/8/1998 8:36:00 AM
From: Jeff Jordan	Respond to of 61433

t. Ashby also said: "Analysts project 300MM and 25cents/share for Q1...Frankly, anything over that, I don't care. Our primary objective is to regain the respect of the Street. We will meet the projected numbers, towards the high end each time." I got the definite sense that Q198 is not a problem, that it is effectively met already (or certainly will be). *THE MORY EFFECT*** Jeff

To: Gary Korn who wrote (29635)	1/8/1998 11:33:00 AM
From: Johnnie Memmonic	Respond to of 61433

GARY, THANKYOU! I figure another one won't hurt. I don't post very often but in this case I felt obligated. <VBG>

To: Gary Korn who wrote (29635)	1/8/1998 8:50:00 PM
From: Jay Plummer	Respond to of 61433

Gary, Thanks for the informative post on the MS meeting!! That was much more info than I expected. I do also wish to thank you for your efforts in keeping "truthful" information flowing on this thread. Thanks again, Long on Ascend Jay

To: Gary Korn who wrote (29635)	1/8/1998 11:02:00 PM
From: SMALL FRY	Read Replies (1) \| Respond to of 61433

Gary, Thank You...thank you I genuflected while saying that to complete the reverence, etc, etc. Re: x. I asked about acquisition rumors (either with ASND as buyer or as target). Both Ejabat and Ashby declined comment. Was there any indication at all from any of their faces as to the truth behind the rumors? "...neither confirm nor deny" just doesn't seem "right". It's eating me alive. What's your opinion? Again...Thank you, thank you Small Fry