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

To: Sector Investor who wrote (32390)	1/28/1998 7:52:00 PM
From: Gary Korn	Respond to of 61433

1998 YTD stock performance of selected network stocks through Wednesday, 1/28/98: Stock 12/31/97 01/28/98 %gain(loss) ASND 24 1/2 29 7/8 21.9 MADGF 3 7/8 4 11/16 21.0 SHVA 8 9/16 9 15/16 16.1 CSCO 55 3/4 61 7/8 11.0 LU 79 7/8 87 1/8 9.1 BAY 25 9/16 27 3/16 6.4 XIRC 10 1/16 10 7/16 3.7 WSTL 12 3/4 13 1/2 3.5 MRVC 23 7/8 23 1/8 3.1 XYLN 15 1/8 15 9/16 2.9 NT 44 1/2 44 3/4 .6 NWX 277.83 272.35 ( 2.0) FORE 15 1/4 14 7/8 ( 2.5) TLAB 52 7/8 50 15/16 ( 3.7) CS 15 14 5/16 ( 4.6) PAIR 19 3/8 17 3/4 ( 8.4) COMS 34 15/16 31 15/16 ( 8.6) NN 34 7/8 27 1/2 (21.1) Gary Korn

To: Sector Investor who wrote (32390)	1/28/1998 7:58:00 PM
From: Gary Korn	Respond to of 61433

Stock performance of selected network stocks since NWX peaked on 10/9/97 through Wednesday, 1/28/98: Stock 10/09/97 01/28/98 %gain(loss) CSCO 54.58 61 7/8 13.4 LU 88 7/16 87 1/8 ( 1.5) ASND 33 1/8 29 7/8 ( 9.8) TLAB 58 50 15/16 (12.2) XIRC 12 1/8 10 7/16 (13.9) NT 54.6 44 3/4 (18.0) NWX 362 272.35 (24.8) FORE 20 15/16 14 7/8 (29.0) SHVA 14 9 15/16 (29.0) XYLN 23 3/8 15 9/16 (33.4) BAY 41 27 3/16 (33.7) MRVC 38 23 1/8 (39.1) PAIR 29 1/2 17 3/4 (39.8) COMS 55 5/16 31 15/16 (42.3) MADGF 8 3/8 4 11/16 (44.0) NN 64 3/8 27 1/2 (57.3) CS 33 3/4 14 5/16 (57.6) Gary Korn

To: Sector Investor who wrote (32390)	1/28/1998 8:11:00 PM
From: Maverick	Read Replies (1) \| Respond to of 61433

How come noone commented on this excerpt from the AT&T It's old news and is probably factored in the price already. ASND may be leery of announcing contract wins for fear that analysts may raise the estimates making it harder to meet in light of the stagnant RAC biz. The overall RAC market appears to stall at least until 2Q98 after a 56K std is hammered out and new SW is shipped. ASND mgmt is right in saying that ASND will not resume doulbe digit rev growth until 2H98 when RAC starts to pick up again. After all, RAC still accounts for nearly 50% of ASND rev. but a slightly smaller % of profit. I still believe in ASND and plan to hold on for another year when the RAC will have fully recovered. Some may ask why not selling ASND to invest in others. The answer is I do own a number of others and am not a trader. There is also a fallacy to selling ASND to invest in others that you can lose in other stocks too (double jeopardy). Investing in a fundamentally sound co. and stay long term seems to work rather than instant gratification which could go the wrong way - instant pain. Thanks for bringing this up, Sector. Most good analysts already knew about the big AT&T contract which includes multiservice (IP, FR, ATM) CBX 500 ATM edge switch and GX 550 ATM core switch. Right now, analysts are still nebulous about long term EPS growth. Hence, they could not accord a high P/E for ASND. The picture will be much clearer in 2H98. By then they may revise the P/E growth rate.

To: Sector Investor who wrote (32390)	1/28/1998 8:46:00 PM
From: Glenn D. Rudolph	Respond to of 61433

How come noone commented on this excerpt from the AT&T release posted on News Only this morning? While not a formal announcement, this does show ASND equipment will be used in a big way in the buildout. Sector, I had not read it yet:-( Glenn