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Technology Stocks : Ascend Communications (ASND)
ASND 209.76-1.2%2:55 PM EST

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To: ABE who wrote (21553)11/6/1997 3:45:00 PM
From: uu  Read Replies (1) of 61433
 
Abe:

You ask:
> what some of you would be thinking of right now if you had
> 100,000,000 cash sitting right now waiting to be invested?


I assume this money is to be used for investment only (and not to be spend on for example buying a couple of mansions here and there, cares, travel, etc.)! In that case:

1. Put $50 million in SUNW
2. $10 million in LSI
3. $20 million in ASPX
4. $15 million in MSFT
5. 500K in ASND at these level (just because I have to average down - otherwise would not have touched it yet!).
6. 4.5 million of the rest into: SPNSF, COMS, SEG, INTC, AMD

But the if I had $100 million, I would most likely be in Tahiti and put all the money under my pillow or in a savings account at Bank of America and dont worry about the stock market!

Regards,

- Addi Jamshidi
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