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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: Larry J. who wrote (23212)11/13/1997 4:16:00 PM
From: Analog Kid   of 61433
 
Thanks for the pep talk. I usually don't get worried when my stocks plunge but I feel a little less comfortable with ASND than my other holdings. I also find myself wondering if ASND is the next IFMX waiting to happen, ORCL beating up IFMX makes me wonder if it might happen again with CSCO/ASND. Sometimes it's smart to pay up a little and buy the best. Problem is I don't know if CSCO is really the best or just the biggest, but muscle always helps.

I'm actually a software guy, my handle is just a reference to a Rush song. I do think the linear electronics companies are well positioned though, and I have owned Novellus on and off the past year (it swings so wildly that I have abandoned my usual buy-and-hold approach with that stock.)
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