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Technology Stocks : Ascend Communications (ASND)
ASND 209.41-0.3%12:16 PM EST

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To: Paul Barr who wrote (8059)8/5/1997 9:40:00 PM
From: losepay   of 61433
 
Paul- Thanks for the update from the CSCO conference call. One point though, BAY also is doing well in France and Europe as a whole. BAY's marketing director in France said today that they are doing well in Europe(I think their book to bill was 1.15 to 1). I'm long ASND and BAY so I hope they both gain at the expense of CSCO. Any comments? Thanks for your input.

Regards,

Brent
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