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

To: Bindusagar Reddy who wrote (52567)	8/22/1998 12:59:00 AM
From: Gary Korn	Read Replies (1) \| Respond to of 61433

BR, Thanks for your post! It is clear that you have been doing a lot of homework on ASND in the past few months. I couldn't begin to spin off the list of customers as ably and quickly as you did! Are you any relation to Maverick? <G> Let's keep our fingers crossed and, in the meantime, I'll be relying on your research, and the other great posts here. Best, Gary Korn

To: Bindusagar Reddy who wrote (52567)	8/22/1998 10:39:00 AM
From: CJ	Respond to of 61433

<don't care what LU does, ASND fundamentals... will do well by themselves> Amen! ASND will not sink or swim bcse. of LU deal/no deal. I do not understand how anyone here will allow it be a signif. factor in his/her assessment, position and objectives. IMVHO, yesterday, and likely Monday = baseless disappointment OT1H, and a gd. opp. to accumulate OTOH. TY, BR for your xllnt. comparisons. {BTW, Glad to see you mentioned Williams in your list of "FSC's". For those of you not familiar w/it [WMB], it's worthy of your doing so}

To: Bindusagar Reddy who wrote (52567)	8/22/1998 11:37:00 AM
From: jach	Read Replies (2) \| Respond to of 61433

<on't care what LU does, ASND fundamentals are improving greatly. They will do well by themselves> of asnd two key mkts, RAC and core ATM switches, RAC is not going that well, csco is taking over and 3com is also coming pretty strong, not to mention LU with their portmastr 4. up till now, the 500 and especially 550 has advantages and did well and that saved asnd going to the teens last two qtrs; in my previos posts, was mentioned 550 has advantage for about 3-4 qtrs and now csco with thier new TGX and MGX switches will strongly compete with 500 and 550; advantages for TGX and MGX is that they are also core + multiservice edge which asnd lacks in the edge area; imo, from this point on asnd will face tougher times

To: Bindusagar Reddy who wrote (52567)	8/23/1998 11:19:00 AM
From: Dennis R. Duke	Respond to of 61433

Ah, you forgot to mention that Morey clearly has a game plan for SRA, that like Cascade, is not well understood by the street. When they figure it out there is more good coming to the long holders of ASND. IMHO, Dennis Not gone, just working hard....