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

To: Gullapalli who wrote (51236)	8/2/1998 7:27:00 PM
From: drdan	Read Replies (1) \| Respond to of 61433

Looks to me that the SRA acquisition, if it occurs, will be a great strategic move...my question is whether buying more DEC calls(50 and 60) gives the stock enough time to recover.....any thoughts?

To: Gullapalli who wrote (51236)	8/2/1998 7:30:00 PM
From: Sector Investor	Read Replies (1) \| Respond to of 61433

<<Sector, My reading of market's reaction is that ASND's senior managers should spend their time and justify their salaries by selling their products and increasing their marke share. Market feels and agree with its assessment that ASND's management will take their eye off the market and spend time in assimilating this new acquisition while the likes of CSCO is eating their lunch. >> Well now, who's eating whose lunch? You didn't see that $1.5 Billion or so in long term contracts for WAN switches so far this year go to CSCO now did you? It was CSCC's GX-550, CBX 500s, et al, that did the eating on those. You do remember this from last April don't you? I think ASND's managment is doing just fine, thank you. Message 4169765