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

To: Darren who wrote (46451)	5/9/1998 9:51:00 PM
From: Bindusagar Reddy	Read Replies (1) \| Respond to of 61433

Darren, would you have believed if someone told you how fast DELL was going to grow its earnings over the next 48 months. None had a clue. They were a simple box maker. What happened next was a phenomenon of PC market explosion. Not only DELL but GTW, CPQ even IBM with big cap doubled or tripled their earnings. I am not saying ASND will grow like DELL, but they are positioning themselves AND ARE WELL POSITIONED and take advantage of the next phenomenon which is going to be NEXT GENERATION VOICE, VIDEO, DATA WAN COMMUNICATIOIN NETWORKS. Just read who their installed base of customers. If you don,t understand that much you should not even talk about it. There will be more than one winner and ASND has a great shot it, that's all. Hope you understand it loud and clear.

To: Darren who wrote (46451)	5/9/1998 9:56:00 PM
From: polarisnh	Respond to of 61433

Darren, All right, tell us with your infinite wisdom what are you doing with Ascend if your not short? What is it about their business model that troubles you? They are a leader in one of the fastest growing segments of the expansion of the Internet. They have completed their merger of Cascade and appear, with the help of new CFO Mike Ashby, to be providing adequate guidance to Wall Street about sales and earnings after the fiasco of last year. On top of that they are probably considered the crown jewel of networking companies most likely to be acquired. It seems to me that Ascend is probably the safest and most realistic vendor available as a true Internet play. Or do you think that AOL, Yahoo, or Amazon appear to be better plays with their P/E ratios based upon 2003 earnings. What exactly are you getting at? You might have spent 3+ years at an major investment bank but maybe you should listen to some people who are actually in the telecommunications industry. And before you run your lips, no I didn't use Ascend as a write off last year and I am enjoying their very profitable run (For me, anyways!) this year! What is it you don't understand about this industry and/or Ascend's product line that makes you think that Ascend is grossly overvalued? Cheers, Steve