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

To: thebeach who wrote (44649)	4/16/1998 8:27:00 PM
From: djane	Read Replies (2) \| Respond to of 61433

I agree with Mr. Beach. Rotation into ASND from BAY will continue the theme. I remember a prior rotation from CS and COMS after their disappointments. In sentiment (not market cap yet), ASND is now coming on strong as the No.2 networker behind CSCO. djane

To: thebeach who wrote (44649)	4/16/1998 8:32:00 PM
From: djane	Respond to of 61433

BARS "believe financial performance upside likely in June and September quarters." I couldn't resist reposting Sector Investor's post from this morning. BARS Summary of the 5:00 AM Sales Meeting - April 16, 1998 Focus Stocks Ascend Communications ab (ASND $40-1/2, Buy) Continues to be our favorite stock---believe it to be one of the best technology companies as well as best in space. Believe financial performance upside likely in June and September quarters. Two announcements by customers hold promise for upside for Ascend --- believe likely that Qwest, which is purchasing LCI Communications, will begin buying Ascend product and that PSI Net, which is committed to Ascend, will likely increase orders following infusion of cash from debt offering.