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

To: Joseph Pareti who wrote (55043)	10/2/1998 7:00:00 AM
From: Lutz Moeller	Read Replies (1) \| Respond to of 61433

Friday, October 2, 1998 SCIENTIFIC-ATLANTA warned that fiscal first-quarter earnings will fall well short of Wall Street expectations. The maker of set-top boxes and other data gear attributed the shortfall to weakness in international markets. Another telecom gear maker warned. Is that a development only in voice or also in data, where asnd works? What will asnd deliver? Lutz Joseph You wrote ... Honest,acid-test like question to any entrepreneur "would you put your money where Lafontaine is ? I say: No! My money is out of germany in US$ since 1966. But I picked some SAP on margin today, as those dipped below fair value, that is SAP's P/E 42 is now below estimated growth rate. so I'm not strict!