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Technology Stocks : Aspect Telecommunications (ASPT) -- Ignore unavailable to you. Want to Upgrade?

To: Trader Dave who wrote (433)	10/19/1998 1:45:00 PM
From: corporal spewchunks	Read Replies (2) \| Respond to of 2018

I don't think you are Ted or that you have power to move the market. I think you are someone who told me that a source at Nortel told you that ASPT was stuffing the channel. Why would you spread something like that? Since you know the analyst at Piper on a first nickmake basis, it makes me wonder where the story came from. I really have no interest in attacking you, Ted or anyone else per se. I just want the little guy who might be panicked out by one of these stories to know that there is another side and that appearances are not always what they seem.

To: Trader Dave who wrote (433)	10/20/1998 7:07:00 PM
From: Herschel Rubin	Respond to of 2018

Where is everybody today? I just dropped into ASPT today. The carnage to this stock seems way overdone, so I couldn't resist buying a large chunk. Owned ASPT in 1993 also. I'd like to offer another reason for the company's lower guidance in the earnings conf call: If they want to buy back shares shortly, they're not about to be boasting as much as they did after the June earnings report -- They merely don't want the stock to rebound too quickly. Clearly, they have a vested interest in buying ASPT shares at rock-bottom prices. After buying back shares at these low-enthusiasm-induced prices, it would be difficult for the SEC to nail them simply for lack of enthusiasm in an earnings conf call. Trader Dave, your comment is probably pertinent here: "Jackson lowering to a buy was a legitimate decision in this market, frankly he could have even gone to a neutral, but he does think it is a quality company and the selling is overdone. Going to a buy gives him a bullet to fire when (and if) his conviction returns." -Moreover, Jackson may have wanted to bring the price down just a little lower for a nice entry for his clients. Anybody have any comments about the mgmt changeover? This may also be adding a degree of uncertainty which may or may not be warranted.