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

To: Duke who wrote (31773)	1/22/1998 5:38:00 PM
From: Gary Korn	Respond to of 61433

Thanks Duke. Consensus for 1Q is .25 EPS: 1/22/98 Prof. Inv. Rep. 08:18:00 Professional Investor Report Copyright (c) 1998, Dow Jones & Company, Inc. Thursday, January 22, 1998 Analysts' Ratings: Communications Tech -2- This is a weekly ranking of the stocks within the Communications Tech industry, based on analysts' recommendations contributed within the past month to First Call's database. To be included on the list, a company must be rated by at least five analysts. Also included in the list are First Call analysts' estimates for the companies' current quarters. Estimates are operating income per share based on a survey of analysts. First Call Consensus Recommendation Scale 1.0-2.4 = Buy 2.5-3.4 = Hold 3.5-5.0 = Sell Latest # Analysts First Call # Analysts Consensus Covering EPS Estimate Covering --------- ---------- ------------ ---------- (Q: IRIDF) 2.1 7 ($1.14) 4Q 2 (Q: ANDW) 2.1 8 $0.33 2Q 7 (N: MOT) 2.1 27 $0.50 1Q 22 (Q: COMS) 2.1 30 $0.14 3Q 31 (N: APH) 2.2 5 $0.54 1Q 3 (Q: DISH) 2.2 5 ($1.51) 4Q 1 (N: TGO) 2.2 9 $0.64 4Q 4 (Q: FORE) 2.2 14 $0.09 3Q 17 (Q: ERICY) 2.2 19 $0.55 4Q 10 (N: SAT) 2.3 6 N.A. 4Q 0 (Q: ASND) 2.3 22 $0.25 1Q 18 (Q: ACNS) 2.4 5 ($1.02) 4Q 2 (Q: HLIT) 2.4 5 $0.06 4Q 4 (Q: GEMS) 2.4 11 $0.14 4Q 8 (Q: CYLK) 2.5 8 $0.05 4Q 7 (Q: ANTC) 2.6 5 ($0.01) 4Q 5 (N: HRS) 2.6 5 $0.66 2Q 5 (Q: SPCT) 2.6 5 $0.43 4Q 5 (N: NLV) 2.6 15 $0.10 4Q 14 (Q: BBTK) 2.7 6 ($0.81) 4Q 4 (Q: ORTL) 2.7 6 $0.11 3Q 6 (Q: XIRC) 2.7 6 $0.10 1Q 5 (Q: SHVA) 2.7 10 ($0.07) 4Q 9 (N: CS) 2.8 24 $0.16 4Q 21 (N: NWK) 3.0 6 $0.13 4Q 7 (Q: PCTL) 3.0 6 ($0.13) 4Q 4 (Q: NETC) 3.2 6 ($0.66) 4Q 7 (END) Dow Jones Newswires 01-22-98 08:18 AM EST

To: Duke who wrote (31773)	1/22/1998 6:00:00 PM
From: Gary Korn	Read Replies (2) \| Respond to of 61433

Just a thought on the acquisition front (I guess I have to do this every time the stock weakens): 1. As we all know, ASND mgmt consistently has said that 1Q and 2Q sales increases will be in the single digits. Not until 2H98 (first reported in October) do we see double-digit revenue growth. The single-digit growth has to have a tendency to restrain the share price. 2. At the CC, mgmt. gave a 10% growth rate number, below the number stated in Scottsdale (15-20%). This, too, has to restrain the share price. Again, all of the "big" growth is to be reported in October. 3. Given the timing of when the big growth occurs (first reportable in October), one could argue that the stock price intentionally is being restrained pending a deal with LU to be announced in October. In the meantime, why not open a new HQ in LU's NJ home base (as ASND just did)? Gary Korn P.S.1 Why no reference to the size of the Telewest deal? P.S.2 Why no reference to the size of the China Telcom deal? P.S.3 Why was most of the info. on the Williams deal announced by Williams?