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

To: S. M. SAIFEE who wrote (43460)	4/9/1998 6:32:00 PM
From: Mike Farrar	Read Replies (1) \| Respond to of 61433

ASND Long May 45 calls but not very impressed with conference call. Got burned last fall long, don't want it to happen again. Was looking for a more upbeat forward looking forcast as short protection. Jeff

To: S. M. SAIFEE who wrote (43460)	4/9/1998 6:53:00 PM
From: The Phoenix	Respond to of 61433

You can't compare Cisco's multiple with ASND's. Cisco hasn't disappointed on earnings so the street is behind them. ASND stumbled last year and needs to re-earn the streets supports. THis takes multiple quarters of good earnings and glowing reports. Any hint at a problem will cause managers to sell a % of their position. ASND's management hasn't been stellar up to now....Remember the street does not like uncertainty.... Gary (not Korn)