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

To: Gary Korn who wrote (35331)	2/18/1998 11:24:00 PM
From: username	Respond to of 61433

Gary, Money Magazine won't get excited about ASND until it goes through 38.

To: Gary Korn who wrote (35331)	2/19/1998 12:16:00 AM
From: sepku	Read Replies (2) \| Respond to of 61433

>>>Cisco Systems, which has more than seven times the revenue of its largest competitor, is our third recommendation.<<< This line from the Money article cannot be accurate. CSCO's largest competitor is COMS, and I thought that company pulled in about $6B last year compared to CSCO's $9B. Am I mistaken? Style Pts.

To: Gary Korn who wrote (35331)	2/23/1998 3:03:00 AM
From: Joseph Pareti	Read Replies (1) \| Respond to of 61433

Hi Gary, i'm comparing the target values set in the article with ASND : item---------------ASND----target revenues-----------$1.1B----$3B P/E/growth-------------------1 debt-to-capital----28%------<25% R&D as %of sales-----------15%------>7% do you have an updated estimate of the p/e-to-profit growth ratio ? A question on GRF ; what 's your take on it : (i) in October 1997 you reported the con-call: "GRF not a major contributor to revenues until the 2nd half of 1998" (ii) your bottom-line comment to the Scottsdale con call with MSDW: "GRF does not seem to be a super-high priority as they several times said it was on hold" (iii)they (Mory or Ashby ?) said GRF grows 100% p.a. Thanks Joseph