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

To: Tim Luke who wrote (57986)	12/8/1998 12:49:00 AM
From: Chuzzlewit	Read Replies (1) \| Respond to of 61433

Tim, I think that's the wrong way to look at it. A better way is what percentage of your company do you give up to grab another company. LU stock has skyrocketed in the past few days, so if a deal is in the works and the potential merger is based on percentages rather than dollars a rise in LU will trigger a proportionate rise in ASND. It ain't dough -- its paper! TTFN, CTC

To: Tim Luke who wrote (57986)	12/8/1998 12:59:00 AM
From: Bindusagar Reddy	Read Replies (1) \| Respond to of 61433

Tim, don't forget LU stock is overinflated rising 140% and split once this year. It is in fact 200 bucks without split. ASND did not slit since january 1996. 216 million shares gets you ASND+old cascade + Stratus + SAHARA . I visited ASND headquarters today, the new ASCEND SIGNALING GATEWAY based on Stratus tech. is receiving more interest than expected. There are 5 customers doing trials and will recognize the revenues in Q1 1999. Each one sells for 1 million dollars which supports 100,000 ports. They are high on this product, which may give an edge over CSCO and enable in procuring more contracts. They are also shipping double density modem TNTs which are half the size from before. Cost savings without significant price erosion. Positive for gross margins. This may lead to positive surprises going forward. Stratus divestitures of non core divisions will be complete this quarter. Integration of Stratus has gone well. They are able to retain top talent well. I think stock is moving on fundamentals of increased visibility due to good execution and market realizing that ASND will be a MAJOR PLAYER in building the next generation NEW PUBLIC NETWORK. Good call Tim, on friday for sixty. You were 3-4 hours of trading away. Regards, BR BR