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

To: Leeza Rodriguez who wrote (46370)	5/8/1998 5:53:00 PM
From: stilts	Respond to of 61433

Thanks for that info, Leeza. Stilts

To: Leeza Rodriguez who wrote (46370)	5/8/1998 5:57:00 PM
From: stilts	Respond to of 61433

OT. Does anyone know why the the Duke of Monterey has ignored this thread and his brothers and sisters in arms on this fine day?

To: Leeza Rodriguez who wrote (46370)	5/8/1998 6:42:00 PM
From: djane	Read Replies (2) \| Respond to of 61433

Leeza, thanks for the info on Stix (Cowen) and ISPCON. Nice week for ASND -- should be a nice next 9-12 months. New products and contract announcements, SuperComm in early 6/98, earnings in mid-7/98 which include the "killer switch" earnings for the first time and 9/98 LU anticipation. I'm looking forward to it all. djane

To: Leeza Rodriguez who wrote (46370)	5/8/1998 7:14:00 PM
From: Xpiderman	Read Replies (3) \| Respond to of 61433

To all ASND longs and shorts: here are some fundamental data about ASND. As you can see, the current P/E(trailing P/E or forward P/E) is close to the low end of the historical range. And better yet, the analysts are quietly increase their forward earning estimate. ASND 93 94 95 96 97 98 99 Mar $0.00 $0.02 $0.04 $0.15 $0.31 $0.26 $0.35 Jun $0.00 $0.02 $0.05 $0.23 $0.31 $0.28 $0.36 Sep $0.01 $0.03 $0.07 $0.29 $0.20 $0.30 $0.38 Dec $0.01 $0.03 $0.12 $0.32 $0.24 $0.34 $0.39 Year $0.02 $0.10 $0.28 $0.99 $1.06 $1.18 $1.48 Yr. over Yr 400.0% 180.0% 253.6% 7.1% 11.3% 25.4% Historical P/E Range: High 79 213 209 82 44 Low 31 53 67 19 22

To: Leeza Rodriguez who wrote (46370)	5/8/1998 7:16:00 PM
From: Andreas Helke	Respond to of 61433

I am not sure if I should be happy about the Cascade buyout. Going into the merger I had more Cascade than Ascend shares. The merger announcement was delivered together with an Cascade earnings warning that would have provided a very nice buying opportunity for Cascade stock. And the Cascade business has higher growth rates than Ascends remote access and it recovered earlier. I have some former Cascade shares at the equivalent of $102 per Ascend share. Thanks to several rounds of averaging down my overall position is now profitable but is still seriously lagging behind the S&P500 performance. Andreas