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

To: Jeff Jordan who wrote (49925)	7/14/1998 6:25:00 PM
From: Jaime Carmo	Respond to of 61433

I'll contribute one to #50,000.

To: Jeff Jordan who wrote (49925)	7/14/1998 6:26:00 PM
From: Dennis R. Duke	Read Replies (1) \| Respond to of 61433

I agree. I had asked for comments about whether I should post a detailed CC review like last quarter, and the feedback I got was just to provide a general impression. My impression is just what you said, ASND is now a safe harbor. In control and stead as she goes. Personally I think Michael is remaining conservative. They just delivered .29 and are going to grow by 10% in Q3 then I calculate .319 or .32. He is giving myself and the company some room. A good conservative move that will continue to be respected by the street. I think it is time to go relax. This one is safe and growing. We could get a recovery of today's downturn. But then again there may have been people who expected a higher whisper number. My take is the analyst like what the company said and is doing. The only heat was three analyst who wanted details on Deferred Revenue, and I have already commented on that. Later, Dennis