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

To: Tim Luke who wrote (34485)	2/12/1998 12:59:00 AM
From: Gary Korn	Respond to of 61433

2/11/98 S.F. Examiner 14:36:00 San Francisco Examiner Copyright (c) 1998 Wednesday, February 11, 1998 BUSINESS BRIEFS Publication Date: Wednesday February 11, 1998 San Francisco Examiner (Copyright 1998) USA Global Link deal with 3Com Santa Clara 3Com Corp. has signed a letter of intent to sell at least $100 million in computer networking equipment to USA Global Link Inc., the largest provider of international discount long-distance service. The agreement calls for 3Com, the No. 2 networking company, to supply USA Global with 500 of its remote access concentrators over a three-year period. The concentrators are used to route incoming voice and data calls. 3Com and competitors like Cisco Systems Inc. and Ascend Communications Inc. are aggressively pursuing business with telephone and Internet service providers, which are expected to spend more than $7 billion on networking equipment in 1998, 30 percent more than in 1997. (Bloomberg)

To: Tim Luke who wrote (34485)	2/12/1998 1:09:00 AM
From: Gary Korn	Respond to of 61433

Tim, You know that I'm a lousy market timer (heck, my blankmind contest picks are quickly approaching the depths of yum and dive). Given this problem, I only do well when I look long term and pick stocks with the best fundamentals. So, even if the market is getting ahead of itself, I can live with a position that is more equity than cash, at least if the equity is in the companies that I want long term. You have a different, short term, perspective in which a big cash position seems to make sense. Gary Korn Gary Korn

To: Tim Luke who wrote (34485)	2/12/1998 1:10:00 AM
From: Gary Korn	Respond to of 61433

More insider sales (Schneider and Stagno): (Not an issue in my mind, just reporting them, they will end by 2/28): 2/11/98 Select Fed. Filings Newswires 06:51:00 Federal Filings Newswires Copyright (c) 1998, Dow Jones & Company, Inc. Wednesday, February 11, 1998 Holders Register ASCEND COMMUNICATIONS INC. Stock FORM 144 ISSUER: ASCEND COMMUNICATIONS INC. SYMBOL: ASND FILER: SCHNEIDER BERNARD TITLE: Vice President BROKER: SMITH BARNEY SHARES REGISTERED: 25,000 DATE REGISTERED: 02/09/98 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - ISSUER: ASCEND COMMUNICATIONS INC. SYMBOL: ASND FILER: STAGNO ANTHONY TITLE: Officer BROKER: ROBERTSON STEPHENS & CO SHARES REGISTERED: 11,693 DATE REGISTERED: 02/09/98 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - (END) FEDERAL FILINGS-DOW JONES NEWS 02-11-98 06:51