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


To: Gary Korn who wrote (35535)2/20/1998 12:19:00 AM
From: Thomas M.  Respond to of 61433
 
Being forced to file an S3 can be a good thing, too! I guess it helps if you're a monopolist. -g- lehman.com

Tom



To: Gary Korn who wrote (35535)2/20/1998 12:24:00 AM
From: blankmind  Respond to of 61433
 
my guess another, .02-.03 above estimates, to continue to build street confidence. a blowout quarter would show that asnd continues to miss-guess the quarter. this way they show they continue to be in control and dependable.



To: Gary Korn who wrote (35535)2/20/1998 12:26:00 AM
From: Sector Investor  Read Replies (1) | Respond to of 61433
 
You expected anything less? I've been sure of this pattern for weeks.

Currently, I think ASND will report $0.25 (low) to $0.26 (high) and most likely the latter. My feeling is that they are in full control - even though RAS/RAC is not really strong yet all over (Europe looking strong I hear).

Wait till all the March-April announcements hit! ASND should reach $40s by then.



To: Gary Korn who wrote (35535)2/20/1998 3:22:00 AM
From: Dennis R. Duke  Respond to of 61433
 
Gary,

Remember 45 days to build a GX550 or CBX500. Sounds like we just crossed the "we know we got it" point. Upside would have to come from other quicker turning lines, and Michael won't let it blow over the top by more than 2 cents, IMHO. That is unless he warns the street first.

Dennis