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Technology Stocks : Ascend Communications (ASND)
ASND 213.36-3.3%3:59 PM EST

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To: Falcon who wrote (35907)2/23/1998 2:10:00 AM
From: Gary Korn  Read Replies (1) of 61433
 
Falcon,

Last post for the evening. My concern about an investment in cien is that it is a one-trick pony and has a limited customer base. It would be much more attractive as part of a more diversified company. (I'm NOT implying ASND/CIEN, because it won't happen and probably should not happen anytime soon.)

That said, I'm willing to park some capital in cien through 1998 or until it rebounds (whichever comes first). There are too many sizeable potential orders out there to be ignored, not least of which is T and WCOM redux late in 1998.

Gary Korn
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