SI
SI
discoversearch

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: Jan Crawley who wrote (37865)3/5/1998 7:43:00 PM
From: Gary Korn  Read Replies (1) | Respond to of 61433
 
3/5/98 Prof. Inv. Rep. 08:18:00
Professional Investor Report
Copyright (c) 1998, Dow Jones & Company, Inc.

Thursday, March 5, 1998

Analysts' Ratings: Communications Tech
This is a weekly ranking of the stocks within the
Communications Tech industry, based on analysts'
recommendations contributed within the past month to First
Call's database. To be included on the list, a company must
be rated by at least five analysts.
Also included in the list are First Call analysts'
estimates for the companies' current quarters. Estimates are
operating income per share based on a survey of analysts.
First Call Consensus Recommendation Scale
1.0-2.4 = Buy
2.5-3.4 = Hold
3.5-5.0 = Sell
Latest # Analysts First Call # Analysts

Consensus Covering EPS Estimate Covering
--------- ---------- ------------ ----------
(Q: ANIC) 1.0 5 $0.11 1Q 5
(Q: DAVX) 1.0 5 $0.30 1Q 5
(Q: TRII) 1.0 5 $0.19 1Q 5
(Q: CMVT) 1.0 7 $0.44 1Q 7
(Q: PTEK) 1.1 7 $0.25 1Q 7
(Q: GILTF) 1.2 5 $0.33 1Q 5
(Q: INSS) 1.2 6 $0.12 3Q 6
(Q: DMIC) 1.3 8 $0.23 4Q 8
(Q: CIEN) 1.3 9 $0.28 2Q 9

(Q: AFCI) 1.3 10 $0.14 1Q 11
(Q: OMPT) 1.3 12 ($2.02) 1Q 7
(Q: ICGX) 1.3 15 ($2.02) 1Q 9
(Q: AVTC) 1.4 5 $0.29 1Q 5
(Q: RCNC) 1.4 5 ($0.73) 4Q 4
(Q: CELL) 1.4 11 $0.15 1Q 10
(Q: PCMS) 1.4 11 $0.12 1Q 12
(Q: PWAV) 1.5 6 $0.13 1Q 7
(Q: WCII) 1.5 13 ($2.61) 1Q 10
(Q: TLAB) 1.5 22 $0.35 1Q 22
(Q: CSCO) 1.5 30 $0.44 3Q 32
(Q: ACNS) 1.6 5 ($1.09) 1Q 4
(Q: MTEL) 1.6 8 ($0.33) 1Q 7
(Q: PAIR) 1.6 17 $0.17 1Q 18
(Q: ACEC) 1.7 6 $0.06 3Q 6
(Q: ASPT) 1.7 6 $0.26 1Q 6
(Q: BBOX) 1.7 6 $0.49 4Q 7
(Q: ECILF) 1.7 7 $0.47 1Q 5
(A: GST) 1.7 7 ($1.25) 1Q 4
(Q: GSTRF) 1.7 7 ($0.26) 4Q 2
(Q: ADTN) 1.7 11 $0.29 1Q 11
(N: NOKA) 1.7 18 $0.92 1Q 8
(Q: DLGC) 1.8 5 $0.34 1Q 5
(Q: IRIDF) 1.8 6 ($1.14) 4Q 2
(N: GMH) 1.8 8 $0.09 1Q 4
(N: TGO) 1.8 8 $0.54 1Q 3
(Q: XYLN) 1.8 9 $0.16 1Q 10
(N: LU) 1.8 28 $0.18 2Q 24
(N: BAY) 1.9 24 $0.28 3Q 26
(N: NT) 1.9 28 $0.25 1Q 23
(Q: TLDCF) 2.0 5 $0.01 1Q 5
(Q: WSTL) 2.0 6 ($0.14) 4Q 5
(Q: ADCT) 2.0 17 $0.25 2Q 18
(Q: ASND) 2.0 25 $0.25 1Q 24

(Q: CYLK) 2.1 8 $0.06 1Q 7
(N: APH) 2.2 5 $0.54 1Q 3

(MORE) Dow Jones Newswires 03-05-98

08:18 AM EST




To: Jan Crawley who wrote (37865)3/5/1998 7:56:00 PM
From: Glenn D. Rudolph  Read Replies (1) | Respond to of 61433
 
*****OT******

Jan,

It appears there is enough OI at 22 1/2 for CUBE to get there by

expiration. The 22 1/2 and 20s are almost even. I suppose the issue

will be how the NASDAQ in general does. I anticipate a close of around

20 for CUBE at expiration unless we see a NSDAQ run.
DESCRIPTION LAST BID ASK CHG HIGH LOW VOL OI SYM
------------- ------- ------- ------- ------ ------- ------- ------ ----- -----
C MAR98 17.5 2 1/2 1 7/8 2 1/16 0 0 0 0 229 UQBCW
C MAR98 20.0 1/2 1/2 5/8 -1/2 5/8 1/2 54 1036 UQBCD
C MAR98 22.5 1/8 1/16 3/16 -3/16 1/4 1/8 75 1627 UQBCX
C MAR98 25.0 1/8 0 1/8 0 0 0 0 753 UQBCE
C APR98 17.5 2 9/16 2 7/16 2 11/16 -13/16 2 11/16 2 9/16 20 6 UQBDW
C APR98 20.0 1 7/8 1 1/4 1 7/16 0 0 0 0 168 UQBDD
C APR98 22.5 9/16 7/16 5/8 -1/16 5/8 9/16 120 213 UQBDX
C MAY98 15.0 4 3/4 4 1/2 4 3/4 -1/2 4 3/4 4 3/4 20 87 UQBEC
C MAY98 17.5 3 1/8 2 7/8 3 1/8 -1/2 3 1/4 3 1/8 15 492 UQBEW
C MAY98 20.0 1 13/16 1 11/16 1 15/16 -7/16 2 1/16 1 11/16 41 1184 UQBED
C MAY98 22.5 7/8 7/8 1 1/16 -7/16 1 7/8 81 539 UQBEX
C MAY98 25.0 3/8 7/16 9/16 -1/4 5/8 3/8 35 2061 UQBEE
C MAY98 30.0 1/8 3/16 5/16 0 0 0 0 1322 UQBEF
C MAY98 35.0 1/16 0 3/16 0 0 0 0 326 UQBEG
C MAY98 40.0 3/4 0 3/16 0 0 0 0 88 UQBEH
C AUG98 15.0 5 3/4 5 3/8 5 5/8 -1 5/8 5 3/4 5 3/4 7 140 UQBHC
C AUG98 17.5 5 1/2 3 7/8 4 1/8 0 0 0 0 25 UQBHW
C AUG98 20.0 3 2 7/8 3 1/8 -1/2 3 1/8 3 12 161 UQBHD
C AUG98 22.5 2 1/8 1 15/16 2 1/8 -1/4 2 1/8 2 1/8 54 727 UQBHX
C JAN99 20.0 4 3/4 3 7/8 4 1/4 0 0 0 0 656 VCEAD
C JAN99 25.0 2 3/4 2 3/8 2 11/16 -1/8 2 3/4 2 3/4 4 654 VCEAE
C JAN99 30.0 1 9/16 1 5/16 1 1/2 -1/16 1 9/16 1 9/16 3 493 VCEAF
C JAN99 40.0 1 9/16 13/16 0 0 0 0 732 VCEAH
C JAN00 20.0 7 1/4 6 1/4 6 1/2 0 0 0 0 242 LCXAD
C JAN00 25.0 6 3/8 4 3/4 5 0 0 0 0 293 LCXAE
C JAN00 30.0 3 7/8 3 7/8 4 1/8 -5/8 4 3 7/8 7 400 LCXAF
C JAN00 40.0 3 1/8 2 3/16 2 7/16 0 0 0 0 181 LCXAH


* * * P U T S * * *
For DBS clients authorized to trade options.
Click on description to go directly to option order entry.

DESCRIPTION LAST BID ASK CHG HIGH LOW VOL OI SYM
------------- ------- ------- ------- ------ ------- ------- ------ ----- -----
P MAR98 17.5 5/16 3/16 3/8 0 0 0 0 105 UQBOW
P MAR98 20.0 1 3/16 1 1/4 1 7/16 +1/4 1 3/16 1 3/16 20 1046 UQBOD
P MAR98 22.5 3 1/4 3 3/8 3 5/8 +5/8 3 1/4 3 1/4 20 130 UQBOX
P MAR98 25.0 4 3/4 5 3/4 6 1/8 0 0 0 0 112 UQBOE
P APR98 17.5 11/16 11/16 7/8 +3/16 11/16 5/8 45 25 UQBPW
P APR98 20.0 1 7/8 2 2 1/16 +5/16 1 7/8 1 3/4 40 78 UQBPD
P APR98 22.5 2 5/16 3 3/4 4 0 0 0 0 20 UQBPX
P MAY98 15.0 7/16 3/8 7/16 0 0 0 0 1132 UQBQC
P MAY98 17.5 1 1/16 1 1 1/8 +1/16 1 1/16 1 26 330 UQBQW
P MAY98 20.0 2 5/16 2 5/16 2 9/16 +5/16 2 5/16 2 5/16 10 804 UQBQD
P MAY98 22.5 3 1/2 4 4 3/8 0 0 0 0 867 UQBQX
P MAY98 25.0 6 1/8 6 6 1/4 +3/8 6 1/8 6 1/8 5 961 UQBQE
P MAY98 30.0 9 3/4 10 3/4 11 1/8 0 0 0 0 936 UQBQF
P MAY98 35.0 15 3/8 15 3/4 16 1/8 0 0 0 0 367 UQBQG
P MAY98 40.0 23 1/4 20 3/4 21 1/8 0 0 0 0 10 UQBQH
P AUG98 15.0 1 1 1/16 1 1/4 +1/8 1 1/16 1 20 352 UQBTC
P AUG98 17.5 2 1 15/16 2 1/8 +1/8 2 1 15/16 21 1117 UQBTW
P AUG98 20.0 3 1/4 3 1/4 3 1/2 +1/4 3 1/4 3 1/4 20 312 UQBTD
P AUG98 22.5 4 3/4 4 7/8 5 1/8 0 0 0 0 634 UQBTX
P JAN99 20.0 4 4 1/4 4 1/2 0 0 0 0 249 VCEMD
P JAN99 25.0 7 1/4 7 5/8 7 7/8 0 0 0 0 279 VCEME
P JAN99 30.0 10 5/8 11 5/8 12 0 0 0 0 529 VCEMF
P JAN99 40.0 19 20 5/8 21 3/8 0 0 0 0 76 VCEMH
P JAN00 20.0 5 7/8 5 3/4 6 +3/8 5 7/8 5 7/8 10 808 LCXMD
P JAN00 25.0 8 5/8 9 3/4 10 0 0 0 0 98 LCXME
P JAN00 30.0 12 1/8 13 1/2 13 7/8 0 0 0 0 36 LCXMF
P JAN00 40.0 21 21 3/4 22 1/2 0 0 0 0 35 LCXMH



To: Jan Crawley who wrote (37865)3/5/1998 7:59:00 PM
From: Bosco  Read Replies (1) | Respond to of 61433
 
Jan - you sez "Will Mot impact Asnd? I don't see it." Neither should INTC. I think it is more circumstantial. What is funny with the MOT preannouncement is that, to me anyway, it is such an open secret. If PrimeCo has canceled a 1/2 a billion contract with MOT, after allegedly levying contractual fine against the latter, not to mention it has been an underachiever, businesswise, in the past 2 yrs, it seems so disingenious for the financial reporters to say the sky is falling now. Personally, I think INTC is a story b/c its traditional ability to guide WS.

Of course, b/c of MOT capitalization, it is possible that the sell trading pgms would be triggered if MOT broke down badly. If that is the case, it will be harder to support ASND. So, it is more liquidity that may affect ASND

JMHO

rgds Bosco