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

To: blankmind who wrote (41536)	3/30/1998 10:41:00 AM
From: Bald Eagle	Read Replies (1) \| Respond to of 61433

Are you starting a new contest on 4/1 ?

To: blankmind who wrote (41536)	3/30/1998 11:42:00 AM
From: Greg h2o	Read Replies (1) \| Respond to of 61433

RECAP OF OUR MORNING'S COMMENTS ON ASCEND COMMUNICATIONS Hambrecht & Quist Joe Noel March 26, 1998 Synopsis RECAP OF OUR MORNING'S COMMENTS ON ASCEND COMMUNICATIONS * We believe the risk/reward equation relative to Ascend (ASND) has changed positively, and we are reiterating our BUY recommendation on this stock. * In our opinion the March quarter will be approximately in-line with our current estimate of $0.25 EPS on revenues of $303 million. We believe that the odds of a significant short fall are remote. * We reiterate our belief that the WAN switching business may report much stronger than expected results for the March quarter. * We are expecting ASND to announce its voice over IP product enhancements early next week, prior to the "Voice over IP" conference next week. * With ASND's strengthening market position relative to the ATM switching space, we believe it is very likely that ASND will be able see significant revenues increases over the coming quarters. *******If anyone is interested in the full report, let me know.