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

To: Howard Feinstein who wrote (49103)	6/20/1998 3:42:00 PM
From: Mark Duper	Read Replies (2) \| Respond to of 61433

Tell you the truth, I think ASND can make it big time even if they don't get acquired. We have a CEO who is finally understanding the market, (not to mention the brilliant often criticized acquisition of Cascade) and a CFO who knows how to control earnings and present them with some confidence. I believe all ASND has to do is acquire a small company that has a good compliment with ASND products (possibly a voice co.) We need to bolster our sales staff. Sales are most important. I think right now fair value of this co. is $55 so if you come in it will be worth at least $5, short term. Sup.

To: Howard Feinstein who wrote (49103)	6/20/1998 3:56:00 PM
From: gbh	Read Replies (1) \| Respond to of 61433

What upside is left besides the possible takeover? This will depend on the next couple of quarters. Most here, feel that last quarter may have been sandbagged a little. I believe the stock is very fairly priced and if the takeover does not happen it is overpriced. I agree completely. But a takeover is likely. Also, I believe earnings will be better than expected for the rest of the year. And if this happens, the stock will remain "overpriced". Much like CSCO has been for a long, long time. Where do you "Threaders" see ASND 6 months down the road? Trading with a different symbol.:) Gary