Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 205.50

-1.5%

Dec 5 9:30 AM EST

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To: Tim Luke who wrote (15507)	9/30/1997 11:33:00 AM
From: hitesh puri	of 61433

Further confirmation that this quarter is not discounting a lot of negatives for the tech stocks like strong dollar and severe product competition from more than one vendor in Microprocessors, disk drives (just out yesterday) and PCs (Compaq is going all out to regain corporate market share). Todays paper has a Compaq corporate 166 MHz MMX desktop with usual goodies at $1399 with Monitor. Only networking is in focus and being kicked around because its a dog on the ground. I would be very cautious and wait for much better buying opportunities till there is blood flowing in other sectors also. Dell and CPQ are going like people are buying a PC for every room but without networking and disk storage in them !!?? BTW our company has started building a new network wiring closet to replace/expand our slower and older network equipment. I am hearing a lot of grumbling in the Valley regarding network performance degradation, so you know what that means.... From Briefing.com : Intel Corp. (INTC) 93 -2 3/8: Merrill Lynch's Tom Kurlak is making cautionary comments about leading chipmaker that imply that Intel's 3Q could come in below his $0.92 a share earnings projection..... -hitesh

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