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

To: Mighty Mizzou who wrote (51483)	8/3/1998 7:03:00 PM
From: The Phoenix	Respond to of 61433

Go back and take a look at the announcements they made at Supercom. Then note the silence we've had in new carrier contracts (relatively) since..well...about 2 months prior to Supercom. I'd say CSCO is being evaluated once again. Oh lest we forget, CSCO took USWest as well. Now, don't get me wrong...ASND has the inside leg and will continue to have that position unless CSCO show's us something real. Could it be these new Stratacom products are for real? I think come Oct/Nov. we'll begin to see if it's vaporware (as some here and on the CSCO thread have postulated) or if CSCO is for real. Oh, finally I need to make one more point...please humor me. And, I've pointed this out before and I will no doubt be critized again for saying it. But some carriers have decided that rather than go IP over ATM have decided to go the 12000 router direction. This was a area of the network considered to be ATM edge switch space...so it may be (and I'm saying MAY) that high end routers and routing switches (8500) are inching in on what has been traditionally earmarked as ATM switch space. This is only an observation..nothing more. OG long LU, ASND, and CSCO too!

To: Mighty Mizzou who wrote (51483)	8/3/1998 9:09:00 PM
From: Mighty Mizzou	Read Replies (2) \| Respond to of 61433

- OT (kinda) - This is a first I believe... This from CBS Market Snapshot: Cisco Systems (CSCO) gained 3/4 to 96 1/2. Prudential Securities analyst Luke T. Szymczak instituted a "strong buy" rating on the shares, citing continued strong demand in its corporate customer segment, robust European business, and good demand for its new products. Szymczak's 12-month price target is $108. Q: How in $#@'s name can anybody give a "strong buy" to a company exactly 24 hours before earnings are announced? How in the heck does he know sales are strong? Is this the ultimate hedge or what? I know this is Cisco and he probably is right but to go out and say this right before earnings is, I believe, unprecedented from a major house. Comments?