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: Dennis R. Duke who wrote (36296)	2/24/1998 5:52:00 PM
From: George Coyne	Respond to of 61433

Dennis, Beautiful job. Were you taking shorthand on this? It's amazing that you could record so fast. Thanks, G. W.

To: Dennis R. Duke who wrote (36296)	2/24/1998 7:16:00 PM
From: Larry J.	Read Replies (1) \| Respond to of 61433

Dennis, Thanks for the comprehensive report from BARS. Very much appreciated. Sounds like management is maintaining the cautiously optimistic demeanor we saw at Montgomery. I wonder what ever happened to the anticipated formal announcement of the AT&T contract? Regards, Larry

To: Dennis R. Duke who wrote (36296)	2/24/1998 8:43:00 PM
From: sepku	Read Replies (1) \| Respond to of 61433

Many thanks for the BARS transcript, Dennis. You have a remarkable memory...pass me some of that Ginkoba! ;o)

To: Dennis R. Duke who wrote (36296)	2/24/1998 8:51:00 PM
From: CJ	Read Replies (1) \| Respond to of 61433

Ditto, Dennis ... xllnt. info. TY

To: Dennis R. Duke who wrote (36296)	2/24/1998 9:27:00 PM
From: Gary Korn	Respond to of 61433

Dennis, Great job on reporting from BARS, and thanks! Gary Korn

To: Dennis R. Duke who wrote (36296)	2/25/1998 1:31:00 AM
From: sepku	Read Replies (2) \| Respond to of 61433

Regarding the following excerpt from the BARS transcript: Q: Vitesse (produces OC3/OC12/OC48/OC192 chip sets - sat through their presentation since it was an hour before ASND's), is showing strong growth beginning in Q3 and running through 2000. Does that confirms ASND's expectations of ATM sales prospects? A: Yes, it is encouraging. He went on to mention who they do buy their chips from, which I missed. I was interested in loading up on VTSS early last year when it traded as low as 18. Unfortunately, I didn't follow through and the stock more than doubled soon after. There are only 3 main competitors in the company's niche, and I understand that they are the leader. I had no idea that they manufactured the chips that are key components of ATM switches. Does anyone have any idea who ASND buys these chips from, and/or the same info regarding any competitors? Considering that ATM will be the fastest growing sub-sector of networking over the next couple years, the companies that sell the "guts" of the equipment sound like fine investments and vehicles to capitalize on the success of ATM going forward. Kind of like last year when I owned INVX for similar reasons as the leading supplier to the DD makers...that payed off very well, and I would like to repeat the strategy. While the networkers are at each others throats, ATM equipment will be sold regardless, and these chip makers shall reap the rewards. Style Pts.