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Technology Stocks : Ascend Communications (ASND)
ASND 202.96-2.7%Jan 9 3:59 PM EST
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To: Len Roselli who wrote (8905)8/14/1997 1:04:00 PM
From: JH   of 61433
 
Len,

McNamee's Integral Capital Partners III fund issues quarterly reports to its shareholders (I'm one of them), and as of the end of June 1997, ASND and CSCO were the largest holdings.

I will check on the fund's holdings of PMCS tomorrow and post my findings.

ASND appears to have bottomed, and selling small amounts of Sep40puts or Oct40puts may be a good strategy here.

Regards,
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