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Technology Stocks : Ascend Communications (ASND)

ASND 220.42

+4.9%

Dec 12 9:30 AM EST

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To: Glenn D. Rudolph who wrote (38067)	3/7/1998 2:42:00 AM
From: Dennis R. Duke	Read Replies (3) of 61433

Could the Intel order slow down be related to the CPQ type OEMs going to JIT rather than pipeline stuffing inventory models? Could Intel's order slow down be AMD K-6's are actually being used, and Cyrix (owned by Nat'l Semi) chips replacing Intel's in the midline CPQ gear, as was announced in the WSJ a few weeks ago? Just a few thoughts. Sure wish I had sold CPQ on Monday when my gut told me too! Dennis

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