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Technology Stocks : Ascend Communications (ASND)
ASND 212.33+1.1%Nov 28 9:30 AM EST

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To: Analog Kid who wrote (23207)11/13/1997 12:05:00 PM
From: Larry J.  Read Replies (1) of 61433
 
Analog Kid,

I do not own any CSCO at the present. ASND is the only networker I presently own, although I,ve been in and out of CSCO, COMS (USRX), BAY, FORE, and CS this year. I'll take 3 1/4 shares of ASND for 1 CSCO at the present. CSCO has a lot of room below. ASND clearly has been the loser here short term, but I like the prospects for gain % on ASND vs. CSCO 12 - 18 mo. out. (That is if ASND is still stand alone).

BTW, are you involved with Analog co.s? Analog Devices, Linear Tech, Maxim and the like. ADI has been a long favorite of mine. Looking pretty attractive at the moment. I follow semi's (am in the business) closely as well.

Larry
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