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Technology Stocks : Ascend Communications (ASND)
ASND 208.30+3.4%10:48 AM EST

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To: P2V who wrote (6923)7/16/1997 5:33:00 PM
From: Hiram Walker   of 61433
 
Marden, I own a lot of BAY,just came over to see the earnings. I think ASND is the company to shoot for and not CSCO for BAY. I think ASND/CSCC is a fine company,its just that I get ticked a little bit because no one mentions BAY,they are in the top 4 right now,but no one even considers them to be a player. All the articles I read mention ASND/CSCC,CSCO,COMS/USRX and never seem to mention BAY. Its sort of like BAY doesn't exist,but I think it can pull of an upset and come back like IBM. Remember Gerstner had no tech background, and House was VP to Grove at INTC.
Hiram
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