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

To: Mark Duper who wrote (53133)	8/29/1998 2:55:00 AM
From: djane	Read Replies (5) \| Respond to of 61433

Cowen Weekly Research Highlights [ASND takeover reference] Published August 24, 1998 The following are some of the major investment themes of SG Cowen Research. Many of these themes are described in greater detail in SG Cowen's printed research publications. cowen.com Industry Highlights Communications Equipment Industry Consolidation Expected To Continue Consolidation in the communications equipment industry has accelerated recently, as highlighted by the announced merger intentions of Tellabs & Ciena, Alcatel & DSC Communications and Nortel & Bay Networks. We believe this activity reflects the confluence of several market and technology trends. We also expect this trend to continue as carriers restructure networks from circuit switched voice systems to packet-based data networks, forcing equipment vendors to shift product families in response. Investment strategies, then, can be focused on the survivors - the larger firms such as Lucent, Nortel, Alcatel and Cisco to name a few - or the likely targets - smaller to mid-sized players such as Advanced Fibre Communications, Newbridge and Ascend. Alternatively, a third type of firm, such as Tellabs, is emerging as an increasingly attractive survivor given its acquisition activities, yet is still acquirable. James C. Kedersha , Wojtek Uzdelewicz, Blaine Carroll, 8/12 SG Cowen Securites Corporation makes a market in AFCI, ASND, CSCO, DIGI, TLAB and managed an equity offering for AFCI within the last three years. Further information on any of the above securities may be obtained from our offices. This report is published solely for information purposes, and is not to be construed as an offer to sell or the solicitation of an offer to buy any security in any state where such an offer or solicitation would be illegal. The information herein is based on sources we believe to be reliable but is not guaranteed by us and does not purport to be a complete statement or summary of the available data. Any opinions expressed herein are statements of our judgment on this date and are subject to change without notice. SG Cowen Securities Corporation, or one of its employees, including the writer of this report, may have a position in any of the securities discussed herein. The contents and appearance of this report are Copyrightc and TrademarkT SG Cowen Securities Corporation 1998. All rights reserved.

To: Mark Duper who wrote (53133)	8/29/1998 10:40:00 PM
From: James A. Venooker	Respond to of 61433

Dear MR. DUPER, Obviously you didn't READ my last E-mail, I didn't cut gbh, I complimented him. However, I am not quite sure you know how to read. Please don't bother to reply, you are a waste of breath. Here's hoping you head to one of the next Patriot games with your Dolphins fake Mario T-shirt on, and one of my many friends from the Boston area throws a beer on you and shows you the exit, which is what I wish you would do on this thread.....I mean you have posted some really ingenious threads, yes, Sally Struther's would be impressed with her #1 graduate. By the way, the word is DICK, as I am sure you have been called many times. However, if you can manage to have anyone other than yourself or the "Yahoo Gang" request I do not post on this thread, I will withdraw. However, if I receive one post that requests I continue, then maybe it is you who should give the keyboard a rest (it would sure give that one typing index finger a rest, wouldn't it?).