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Technology Stocks : Worst stocks for '96

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To: Magnifique who wrote (277)2/4/1996 10:11:00 PM
From: Mephisto   of 312
 
Hello, Magnifique,

Well, Magnifique, I can not sell BNET without a loss.

I can hold ASND for the short term.

Regarding CSCO and ASND, I will quote part of Brian Chiko's message.
Brian said:

"My friend who is a Product Manager at Ascend just got back from COMNET in Washington at which Cisco announed their new AS5200. Apparently, the truth behind the Cisco announcement is that it's very premature--and they won't be shipping the full product for another 6 months or so. By that time Ascend will have more new features that pre-empt those that Cisco has.

Additionally, Cisco product is missing some key features like BONDING--a type of inverse Muxing that is used in videoteleconferencing."

I do not own CSCO shares. I understand they will split soon. I have the feeling that you really like the company. So do you recommend buying after the split?

Thanks for reiterating your views on APLIX. It seems as though people's views change every few days, because of competition and I suppose, because of new market highs.

Best wishes,
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