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

To: username who wrote (43471)	4/9/1998 8:03:00 PM
From: pat mudge	Read Replies (2) \| Respond to of 61433

This boring old company could make a boring contract announcement any old time... And that's no joke. I know of one that's not been announced and there may be others. A lot of questions were framed in a way to elicit differentiation between ATM and Frame and none of the Ascend guys responded as hoped. It's clear that ATM is extremely strong and that ASND has products to meet the need. When asked ab out the different international markets, the answer came back: "Latin America --- some ATM. Europe --- mainly ATM. Far East --- mainly ATM." Japan hasn't made its orders known and once they do, estimates could change. I'm glad the company doesn't play to the Street. Better to under state and come in strong than the reverse. Later -- Pat