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Technology Stocks : Ascend Communications (ASND)
ASND 205.50-1.5%3:59 PM EST

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To: Sector Investor who wrote (28791)12/29/1997 7:51:00 AM
From: Glenn D. Rudolph   of 61433
 
Consumer purchases should be down the most I would think. This would
affect PCs and peripherals of course. However, I have been reading
that internet and infrastructure spending by non-consumers is still
considered a priority item. That I think will continue pretty much
as before. ASND should be less affected than COMS, IMO.


Sector,

This seems to mirror my thoughts. The "media" does not seem to distinguish between the two.

Glebb<VBG>
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