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Technology Stocks : ACT NETWORKS

ANET 129.83

-0.6%

3:59 PM EST

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To: Soumya De who wrote (1470)	8/5/1997 5:05:00 PM
From: A Kabili	of 2326

ANET is not bad if you have large cap exposure. I felt I had too much small cap exposure so in a decision between Periphonics and ANET, I sold off ANET. I still think PERI is a great bargain. I think ANET will be stuck at this level for some time unless somone buys them out. I don't see ASND buying them out. What would they want with ANET when they already own CSCC??? Networking is a killer sector right now. SHVA, XYLN, and FORE haven't even come close to coming back to their old highs. Fortunately, ANET really can't drop much as they're trading damn near their book value. Good luck......

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