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

To: Sector Investor who wrote (43581)	4/10/1998 8:48:00 AM
From: frank/fla.	Respond to of 61433

Appreciate your posts...

To: Sector Investor who wrote (43581)	4/10/1998 9:16:00 AM
From: TimeToMakeTheInvs	Respond to of 61433

Hey Sector, Did not check out the thread after 4 yesterday and missed 2 or 3 hundred comments. Thank goodness! Tim

To: Sector Investor who wrote (43581)	4/10/1998 9:54:00 AM
From: Greg h2o	Read Replies (1) \| Respond to of 61433

Was out of the office at the time of the conference call, but from what I heard, the best news was that everything was AS EXPECTED. The street loves to see what they expect...no huge surprises. Congrats to Ashby for a good job to this point. Now, that being said, I don't think there was enough positive news to make the shorts run for the doors (which I was hoping for). Anyone can pick specifics of the CC and make a case for their long OR short position. But, I'd have to say the positives FAR outweigh the negatives. However, the "easy money" has been made in this stock. I'm not much of a trader--don't want to be, but I'd say the earnings trend looks good and we'll possibly see some of the estimates, which were on the lower end of the range for the year, raised. The analysts' comfort level has got to be increasing in leaps and bounds and with ASND remaining one of the stronger companies in the networking sector, I'd imagine new money will start to flow into the stock. Just hope the market holds up where we can reap the benefits of what looks to be a strong '98. Oh, and even though I sold 1/2 my shares at 37 1/2 (i think it was a 1/2), I'm very comfortable with my existing shares (purchased at 32 1/2...the one's sold were purchased at 23 1/2--for the record). If we sell-off for some unknown reason, I'll be looking to buy back the other 1/2. regards, greg

To: Sector Investor who wrote (43581)	4/10/1998 12:31:00 PM
From: Dennis R. Duke	Respond to of 61433

In my opinion, Michael does not want these back end loaded quarters. He is taking advantage of the strong ATM sales in Q2 to make the monthly sales more even, and thus reducing our exposure to back end loaded performance from now into the future. This is effectively a one time revenue change, like clearing the pipeline inventory (COMS), except the great sales of ATM's (some of which were carried into the Q by not recognizing them in Q1) allow it to be done without effecting this company's performance. I will take a conservative Q2 for that future reduction in share price volatility any day I could as a CFO. I thank him for his action, direction and guidance to this company and how to play nice with the street. Frankly, his hire is what kept me in this stock through the $40-$22-$40 ride that many of us have been on. As I have reported before the infrastructure of people and systems are building to make ASND a greater company in the future. Michael is part of that building effort, for which I am thankful. The above is just my opinion. Dennis