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

To: gerard mangiardi who wrote (56216)	10/20/1998 12:55:00 PM
From: George Coyne	Respond to of 61433

Kind of like the definition of "is". It means there are no discussions going on "right now"! G.W.

To: gerard mangiardi who wrote (56216)	10/20/1998 1:04:00 PM
From: Immi	Read Replies (1) \| Respond to of 61433

1) no one in the process of being taken over will admit to it. 2) Maybe LU was waiting for it's stock price to have an uptrend 3) whether LU buys asnd or not the 4th quarter estimate has been increased. 4) defferred revenues has increased, so it makes the company if any aquiring asnd to have accretive earnings (some thing which the street likes) 5) People missed this in the cc: "We are looking for some external source of financing" 6) We could see a nice pop next month when the SS7 integerated products are released. 7) In a couple of weeks the SRA units will be sold, then we could see a pop in ascend 8) Do we really value analysts opinions?. I don't. I use them as a contrary indicator. 9) The reason I bought ascend (also cascade) remains the same, ie. the infrastructure buildout. Has that changed? No. Captial spending has not dried up as per the cc. Why should I sell ascend when it has a gross marging of 64 % with CISCO at least a year behind?. Regards, Immi