Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 210.52

-1.0%

1:26 PM EST

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To: Larry J. who wrote (23652)	11/16/1997 11:42:00 AM
From: Glenn D. Rudolph	of 61433

The biggest vulnerability I see in COMS vs. ASND is that while they have realized the brunt from the downgrades and speculation about clogged inventory in the channel, The company has not warned themselves yet. This is the "other shoe". We saw too well what this did to ASND on Aug. 11. Larry, This is exactly my concern at present. COMS has been trading as though a preaanoucment might oocur. I will be holding my ASND positions but will lighten up on COMS tomorrow. I am not throwing any more money at it. At least I finally made a descision. Not sure it is correct but it is better than indecisiveness. Best of luck to you too. Glenn

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