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

To: Mighty Mizzou who wrote (54588)	9/22/1998 8:01:00 PM
From: sbeckbal	Read Replies (3) \| Respond to of 61433

I just checked on ASND at the Morgan Stanley research site, and was surprised to find the following note, dated August 3, 1998: We are not currently able to comment on this security because our policy and/or applicable regulation precludes Morgan Stanley Dean Witter from issuing such information with respect to this company at this time. All of our prior ratings, estimates and opinions are deemed no longer in effect. Absence of our comment under these circumstances should not be interpreted as positive or negative towards the company. It's hard to know how to interpret this, as MS previously provided regular research on the stock, having originally (I think) taken the company public. MS still covers LU, and published a favorable report on September 18 with a price target of $120. Any thoughts?

To: Mighty Mizzou who wrote (54588)	9/22/1998 8:03:00 PM
From: Tim Luke	Read Replies (2) \| Respond to of 61433

but what IFFFFF lu happens to buy coms or intc buys coms??? mighty, don't forget about fore and IMO lu just might want to buy a couple smaller companies then taking on asnd.

To: Mighty Mizzou who wrote (54588)	9/22/1998 8:42:00 PM
From: gbh	Read Replies (1) \| Respond to of 61433

MM, you are slightly off base on the COMS/USRX revenue analysis. Revs were off 12% from the combined revs of the separate companies. Not all that unexpected given the intense pricing pressure in both NICs and modems. Gary

To: Mighty Mizzou who wrote (54588)	9/22/1998 11:36:00 PM
From: Bindusagar Reddy	Respond to of 61433

Positive comments about RAC equipment from COMS conf. call. The pricing stabilized. 2 Billion orders in pipeline for various vendors. Here it is from DOw Jones. "The price erosion that forced remote-access concentrator prices down about 50% in recent quarters also slowed during the first quarter, a favorable prospect for 3Com's Total Control product family. Industry sources say network operators are presently evaluating remote-access gear - from product vendors including 3Com - for several contracts valued at a total of about $2 billion. " This is very positive, ASND should be hitting in all cylinders. Good luck all. BR