Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 211.20

+1.0%

Dec 29 3:59 PM EST

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To: Pullin-GS who wrote (19044)	10/26/1997 11:53:00 AM
From: craig crawford	of 61433

techstocks.com Q: A fan club, clearly. A: I'm also short 3Com. I was short U.S. Robotics; I walked away. Then I started shorting 3Com around 50. The merger accounting was an atrocity. Even more to the point, Compaq is using Intel's competing product. 3Com's networking-type products are all going to start to feel pressure from Intel. They're moving to solutions on a chip. And here's Intel looking for places to earn some margin on capacity. So 3Com will feel the heat.

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