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

To: Dennis R. Duke who wrote (43487)	4/9/1998 7:57:00 PM
From: Bill Chen	Read Replies (2) \| Respond to of 61433

I can't wait til the Q&A segment comes out.... Let's hear it LOUD for Dennis!! Thanks, -Bill My prediction: $45 by April expiry.

To: Dennis R. Duke who wrote (43487)	4/9/1998 8:07:00 PM
From: The Phoenix	Read Replies (2) \| Respond to of 61433

Question: To: Dennis R. Duke (43452 ) From: Dennis R. Duke Thursday, Apr 9 1998 7:46PM ET Reply # of 43496 Michael Ashby at the Q1 CC: Let me give you the details of the Q1 revenues. $305m or 4.3% over the prior Q with the following breakdown: Sales in Growth rate Q1 Over Q4 Access Concentrators 44.2% 8.7 or 7.8% (its one of those) Core Switching 41.1% 1.1% (see GX550 not here!!!) Enterprise 9.9% 7.6% Services 4.8% -4.?% North American Sales 74.2% You can test your math skills International Sales 25.3% 0.8% Isn't this terrible considering market growth rates in excess of 20%?...some even as high as 40%? Gary (not Korn)

To: Dennis R. Duke who wrote (43487)	4/10/1998 2:42:00 AM
From: Bradley W. Price	Respond to of 61433

To add to the controversy - it seems to me that not enough attention is being paid to the following: Sales in Growth rate Q1 Over Q4 Access Concentrators 44.2% 8.7 or 7.8% (its one of those) Core Switching 41.1% 1.1% (see GX550 not here!!!) Folks, there is this giant sucking sound out there - its called $999 PCs' - that is driving internet growth at 4% a month. Stability in the RAS market means no pricing declines (the old supply vs demand thing) for MAX TNT's. My guess is that ISPs are lining up for accelerated deliveries. For the near term (4 qtrs), ASND is going to be driven by RAS, and RAS is driven by unit count (PCs) in the hands of consumers. Its not going to be to long before that bulge of traffic moves into the core where ASND is perfectly positioned. I'm long, content, and am very unworried about what is going to happen Monday (unless Compaq gives us the gift of another round of price cuts on PCs!). Dennis, tks much for the hard work. Very much appreciated. Cheers, bp