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 (32682)	1/31/1998 12:50:00 PM
From: Dennis R. Duke	Read Replies (3) \| Respond to of 61433

I have changed horses. Yahoo has gotten both weird in posters and system problems are appearing. So I bought in to post with the big boys. As to Gary's pass thru transmission from me at Montgomery Securities' conference, I have two corrections which are minor, but want to set the record straight. As to point 2: the MIS systems will be completed (future tense) in Q4 1998. That completion will allow better visibility from Order entry through to Financial Statements. As to point 6: Japan could go down from 5% level, but the downside is limited, and the upside is expected later in this fiscal year. I will be posting later the variances in the overheads. There were new charts added to this presentation that were not in the MS conference. Defining CLECS, and responding to units in the Del Or'O report. I spoke to Gary while driving so my notes were not available. I'll be checking those as well. One thing that I thought was interesting was that there was a side bar discussion with Ashby and other non-company people, about which analyst follow the company closely. Solomon Smith Barney's analyst was mentioned as being one of the better ones, by Ashby. Out of the 30 or so analyst that follow the company, it was mentioned that many of them do a poor job of even staying in touch with the company, and maybe are not providing current guidance about new events within ASND including ATM prospects among other things. My 2 cents for my first posting on SI, Dennis