Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 208.59

+4.1%

Dec 4 3:59 PM EST

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To: username who wrote (41068)	3/25/1998 9:47:00 PM
From: DHB	Read Replies (1) of 61433

Thanks Pete, I am banking on a steady incline of higher lows myself and appreciate your take on this. Besides I cashed out the gain on my kids CSCO and bought ASND figuring on higher % this year. DHB ps hamquist.com excerpt Equities ÿÿÿWe continue to emphasize companies that will exhibit superior growth characteristics based upon long-term demographic and global competitive factors. However, given the current environment, we are emphasizing domestic companies in the consumer staples sector, and are reducing holdings of capital goods companies. ÿÿÿIn the fourth quarter we sold Boeing, Ascend Communications, Hewlett-Packard, and Molex, all from the capital goods sector, to lessen the impact of Asia and decrease the potential economic sensitivity of the portfolio. In the consumer and business service sector, we have added Safeway, ConAgra/CPC Int'l., and Computer Sciences.

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