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

To: Gary Korn who wrote (29667)	1/8/1998 1:07:00 AM
From: Sector Investor	Respond to of 61433

<<The reaction to the break-out session was hard to guage. No one followed up on my questions, which suggests these people were not listening all that well. Think about it: I said "how is the relationship with UUNET" and Mory says "it is getting stronger." That suggested sales (switches) to me, but no one followed up (I should have, but did not). Amazing. UUNET was the ONLY 10% customer in Q3. "Getting stronger", implies follow-on buying to the Q4 order or perhaps other ASND products (like GX-550) <<No one commented on the NT/ASND Williams combo (on what it might mean). No one commented on the New Jersey HQ for the new division (and what that might mean).>> I'm not surprised - this requires THINKING. <<Also, I really liked the comment that any increase in non-Japan Asia sales is pure gravy for 1998. Did anyone else seem to care? No. Frankly, you could tell that the analysts were missing. They could have helped, don't you think?>> Maybe, maybe not. They are a pretty negative bunch right now. But one thing is for sure - YOU HELPED. The first $100M of higher ASND market cap (1/2 point) will be yours - and I think we'll get it. Good night too.