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

To: Jeff Jordan who wrote (37900)	3/5/1998 9:58:00 PM
From: Peter Yang	Read Replies (5) \| Respond to of 61433

I copied the following from the Yahoo ASND messageboard. This guy claimed that ASND was down another 2 3/8 in after-trade. >>Instinet do 24hr trades, they just report than ASND was trading down 2 3/8. Please correct me if I am wrong. According to Analysts, with the News from CPQ, INTC, and now MOT, there will be big sell off tomorrow. Sounds reasonable to me and I am getting ready to shop. But I won't buy ASND until they can reassure us on their earnings. There have been lots of street talks that ASND will be shy of it's 1st Quatre earnings.<< How much truth is in this guy's statement? Most time the stuff posted on Yahoo messageboard would contrast significantly to our thread here. People often spread rumors, post garbage, and use bad languages. In one word, most posters there are far less civilized than people here.

To: Jeff Jordan who wrote (37900)	3/5/1998 10:35:00 PM
From: Jack Colton	Read Replies (2) \| Respond to of 61433

Jeff, I do not have technical knowledge of the 3Com products. A friend of mine had some of their ASND Pipeline class ISDN routers, and they (the 3Com products) did not work as advertised. I do know a lot of 3Com accounts around the Southeast. We do not usually get into the bidding wars with the other network integrators calling on them, because we are not at 3Com's highest level of Certification. We might propose BAY, CSCO, ASND or Nbase, depending on the application. There are at least six 3Com Premier Integrators in Atlanta alone. They must constantly bid against each other, and we have seen the margins below 10%. It would not be desirable to run a network systems integration business on those margins. I spend over $150,000 a year on training for 6 technical people to stay current on about 6 product lines alone. That doesn't include the continuing education needed of all of the sales people and other support people. It is kind of like being a college student forever, except you have to produce working corporate networks while continuing education. FWIW, I spent $10,000 and lost the use of 2 systems engineers, while they attended training on CHKPF within the last month. Jack PS: I am not so sure of the networking stocks have had a flu shot. I am going to try to pull together some numbers for the week of 10/17/97. Let's see how they did last time around. Does anyone have an easy way of doing this? I have to pull up one company's chart at a time, in the annual view, and estimate the numbers.