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

To: jopawa who wrote (48063)	6/4/1998 8:34:00 PM
From: Glenn D. Rudolph	Respond to of 61433

I don't know where you are, but I have seen this many times i.e. BAY, COMS, etc. Incidentally, if you want I'll let you know when WIND moves in. It will be a slam dunk! Please let me know. P.S. I just looked you up, midwest somewhere huh? Nortwest PA. Not the Midwest but definitly not Eastern Seaboard either. Glenn

To: jopawa who wrote (48063)	6/4/1998 8:39:00 PM
From: Darren	Respond to of 61433

You can add BORL, GPS, NIKE, NSCP, and many others to that list. About the only one that would be missing is MSFT. Bummer.

To: jopawa who wrote (48063)	6/4/1998 11:08:00 PM
From: carolyn walder	Read Replies (1) \| Respond to of 61433

jopawa - I would be careful about shorting the stock this fall... Check out the fundamentals on the WIND thread. On the last conference call the CEO said that he expected I20 revenue to "contribute materially" to earnings in FY99 and said it would be in the "millions" range [as this royalty revenue has a margin of greater than 90%, most goes to the bottom line]. WIND has guided analysts to not factor I20 revenue into earnings projections. This has the potential to seriously boost earnings estimates. SO if you short I would do it after they release earnings in Nov...just in case... Carolyn p.s., On the WIND thread someone posted an artists conception of the new office space and it looks unbelievable! Living in Alameda, would you give me your impressions of what it looks like - and how far along are they?...thanks, from a displaced Northern Californian...