Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Gary Korn who wrote (31775)	1/22/1998 6:24:00 PM
From: Joseph Colombo	Read Replies (1) \| Respond to of 61433

Gary, <<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?>> Thanks for the good info day after day. I'm a long time watcher of this thread. First time writer. In your opinion, in who's interest is it to supress this info? Joe

To: Gary Korn who wrote (31775)	1/22/1998 8:11:00 PM
From: Maverick	Read Replies (4) \| Respond to of 61433

Why no reference to the size of deals You might add why ASND hasn't acquired any co. lately as it needs to to combine voice with data although ASND has been working with MSFT on a VPN technology which promises to be a defacto std. Note that CS and BAY has been on a buying binge lately for VPN, GSR, GBE, Cable Modem, xDSL technologies while their financial position are rather weak. Don't be dissapointed about ASND price performance. After all, it has risen from $22 to $31 in a month, which is 41% gain. Bay missed estimates in 5 consecutive qtrs, it took 3 good earning qtrs for it to recover to high 30s. It may take another qtr or two for ASND to recover to mid-40$. A period of backing and filling is required to build a base for a sustained rally, specially in the Asian flu and President Impeachment-scared market condition. Coming back to your original questions, your suspicion is well-founded.