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

To: ALAN who wrote (51163)	8/1/1998 3:32:00 PM
From: Joseph Colombo	Respond to of 61433

<<Accordingly, during a period when we are losing money or breaking even, management is making a profit on these re-priced options. I wonder if management would make the same decisions if their compensation was on the line.>> ALAN, This being the case, I don't have to wonder what they would have done. They wouldn't do what would make them all lose their options value. It's human nature. Joe

To: ALAN who wrote (51163)	8/2/1998 12:05:00 AM
From: MMW	Respond to of 61433

ALAN, It was true that ASND had repriced stock option during the down turn. But, they are the one made its stock turn around. ASND's fundamental has been improving over the period. The STRATUS deal is not clear to me in financial terms but I am sure it will provide the benifit for the customers which in a long run. As far as I know that SS7 fault Tollerance sever SRA have is a key component for a complete solution to the telco for voice over IP. What I would like to see is ASND makes a reasonable offer for SRA and continue to improve their customer offering. It will be good in a long term. I don't think those analysts really know what is going on in the market place. Just think where were they stand during ASND down term. Just my 2 cents Mike