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


To: Tim Luke who wrote (58470)1/6/1999 11:06:00 PM
From: David Peterson  Respond to of 61433
 
Tim,
any rumors on whisper numbers for ASND. Zacks says mean of .32 max of .36 (with the mean we get a 31% increase in EPS over last yr at same time. Cramer on Street.com says ASND is also going higher....on its own without a buyout. Where are we gonna be after 1/20/99????
D. Peterson



To: Tim Luke who wrote (58470)1/7/1999 12:47:00 AM
From: Bindusagar Reddy  Read Replies (2) | Respond to of 61433
 
Tim, I just listened into MORGAN STANLEY technolgy conference highlights by MSDW telecom analyst Alkesh Shah.
Voice mail version(you can reach at 1-212-761-8541)every ASNDER should dial and listen to this one--
"ASND gave a very positive presentation. He believes ASND made their quarter before Christmas Holidays and stopped shipping last week"(THAT IS VERY BULLISH). That means they are again reserving future sales by at least one week. Way to go MORY.

I got the data version on First CALL. Mr. Sanford gave a good presentation and was upbeat about prospects going forward especially SS7 and ATM technology. He said they were comfortable with 4Q estimates. No surprise. But Iam impressed with one thing. THEY CLOSED 1998 Books a week ahead. Now that is SUPER DUPER!!!

BR