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

To: Sowbug who wrote (44102)	4/13/1998 10:31:00 PM
From: username	Read Replies (1) \| Respond to of 61433

re: contest maybe Gary and I should have bet on who could beat Todd. :o)

To: Sowbug who wrote (44102)	4/13/1998 10:35:00 PM
From: djane	Respond to of 61433

More evidence of LU purchase of ASND? 4/9/98 DLJ report on CSCO (from CSCO thread) To: LWolf (13301 ) From: Eric Monday, Apr 13 1998 3:58PM ET Reply # of 13329 Laura The report goes on to say..."While Cisco has openly said that it would like to partner with the large players in this space Lucent has openly said to investors that it does not want to partner with Cisco and is also quite candid about its desire to acquire in the networking market once pooling restrictions are lifted in October. Meanwhile, Cisco's relations with Northern Telecom appear to be much more amicable. For example, Cisco recently acquired NetSpeed, a DSL provider, in which Nortel had a minority interest as well as right of first refusal." It's starting to look more like Cisco will partner with Northern Telecom. Boy all I can say is the next year will be interesting! Very bullish on Cisco! regards Eric _______________________________________________________ To: Gary (13294 ) From: Eric Monday, Apr 13 1998 3:07PM ET Reply # of 13329 Gary Just got a copy of a report on Cisco by DlJ dated April 9th. Investment summary: " We found Cisco management to be upbeat in our meeting with them yesterday and would emphasize the following points: Relative to the management's tone one year ago the company is more upbeat. This is significant as the April quarter is seasonally Cisco's weakest. If conditions were as difficult as they were last year at this time we would expect greater emphasis on risk factors. The low end appears to building momentum for Cisco. This is critical to our growth rate assumption of 30% over the next two years. In the first inning of "alliance jockeying" in the service provider market it appears that Cisco is closer to Northern Telcom than Lucent. But remember this is only the first inning...... Management's tone was upbeat, especially relative to last year at this time...... Typical of Cisco, the company did stress some risk factors as well. Management had just returned from Japan, were it found no reason for optimism. Meetings withe large customers were described as glum, and in general there were no signs that conditions will improve in that market any time soon...... The low end appears to be in high gear, both for the enterprise and the Small to Medium-size business. This has become a major focus of the company; dictating vast number of selling resources, targeting specific product development to this segment and channel incentive programs...." The report goes on for awhile but was very upbeat. It looks like they will have a better than normal 3rd quarter! Gary Cisco's sales are really taking off in Europe and that should be the earnings surprise that we are looking for. Regards Eric P.S. Got this report from a friend of mine at Piper Jaffray.