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

To: Maverick who wrote (29866)	1/9/1998 6:40:00 PM
From: Duke	Respond to of 61433

I'm with you Maverick, my average is 30 1/2 and I'm not touching this sucker until it proves to me that it can make back to half of it's 52 wk high or more. I recall I have read somewhere in value lines ASND have a history issued an "ELEVEN-HOURS WARNING BEFORE THE END OF QUARTER". Is it correct? Hopefully they won't change it to "ELEVEN-HOURS BEFORE EARNING REPORT RELEASE" Regards; Duke.

To: Maverick who wrote (29866)	1/9/1998 6:46:00 PM
From: Gary Korn	Respond to of 61433

I agree with Bernstein that the only thing stands in the way of an onslaught of upgrades is the RAS biz. Maverick, I agree with your agreement with Bernstein on this. <G> Even so, RAS is only flat, not down sequentially (yet, per Ejabat, it will be surpassed in 1998 as a percentage of total ASND revenues). The second half could really kick if RAS starts firing while core switching remains strong. Gary Korn

To: Maverick who wrote (29866)	1/10/1998 1:39:00 PM
From: Glenn D. Rudolph	Read Replies (1) \| Respond to of 61433

Duke and Larry, although I can't guarantee a 49'ers win over Green Bay, I can guarantee this "ASND will beat First Call's EPS consensus estimate of $0.22/shr". If Mory and Mike failed to convince you, I blasphemously tried. No suprise this time ! In fact, I already work on my own estimate for 2Q98 to see how hard or easily ASND will make it.If the 56 K std is approved and the licensing issue are hammered out quickly according to plan, it will unleash a bunch of TNT orders in 2Q98. The new super high-density TNT with voice module and 56 K modemm std, if delivered on time and defect free, will render the visibility question moot given that the WAN core switching biz unit (CSCC) is doing extremely well. Larry, we need to compare note on the football strategy sometimes such as what are the scripted first 20 offensive plays of 49'ers and Green Bay. Maverick, I will also gurantee that ASND will beat 22 cents per share. I would also like to guarantee that Green Bay will beat the 49'ers<VBG> Glenn