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

To: Dennis R. Duke who wrote (45727)	4/29/1998 6:05:00 PM
From: Norman Fogelsong	Read Replies (1) \| Respond to of 61433

Dennis, Nice to meet you in person at the conference. For the record, Mory did reiterate that he was comfortable with analyst estimates for the quarter and for the fiscal year. Chose not to encourage any upward revisions of estimates at this time, but he may just be playing it conservative after the grief he has taken this last year. Confirmed that RAS will grow 10-20% y/y and that switches will grow 20-30% y/y. Will be interesting to see if any of the analysts go out on a limb and raise estimates anyway. Norm.