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To: MikeM54321 who wrote (2198)	10/22/1998 8:21:00 AM
From: Frank A. Coluccio	Respond to of 12823

Mike, this reply did not take to your post 2199, here goes... To: MikeM54321 From: Frank A. Coluccio Thursday, Oct 22 1998 8:17AM EST -Preview- Hi Mike, >> I bet you LU records the shipments as revenue too, before they get repaid. Ascend doesn't even record it as revenue until they get paid back in full. << Very likely they can accelerate the amortization of the principal over x number of months and years not to get ripped to pieces on taxes. It's a position they can take if they choose, depending on their position they take, accrual versus cash, etc., while they leverage the deal for financing themselves, depending on the risks and other securitization issues. I'm not an accountant, but these techniques are common. Frank C.

To: MikeM54321 who wrote (2198)	10/22/1998 4:17:00 PM
From: DenverTechie	Respond to of 12823

Telecom equipment, when combined with datacomm, which is what they are doing here I believe, is a huge market worldwide. As an example, DWDM equipment shipments estimated for 2001 are $4.3 billion JUST FOR THE US! That is for one niche in an emerging market that is just getting started. As you can imagine, for mature products it is much larger worldwide. Problem is, most companies look at and talk about US shipments which is a relatively small piece of the pie.