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Technology Stocks : Ascend Communications (ASND)
ASND 202.96-2.8%Jan 9 9:30 AM EST

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To: Kumar Nathan who wrote (8883)8/14/1997 10:50:00 AM
From: JH   of 61433
 
Kumar:

Roger McNamee has had a lengthy and successful track record investing in technology companies (both publicly-listed shares as well as private placements). After a stellar career at T.Rowe Price, he has been managing a closed-end fund called Integral Capital Partners. I am an investor in the third tranche of his fund.

Guess which two stocks are his biggest holdings ?

Since a couple of months ago, they have been Ascend and Cisco (in that order) !

One should definitely take advantage of the short-term uncertainity to accumulate ASND, particularly at these prices which may, technically speaking, turn out to be a triple-bottom.

Regards,
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