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Politics : Idea Of The Day
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To: zx who wrote (14204)11/14/1997 3:09:00 PM
From: Judy  Read Replies (2) of 50167
 
Hi agraff,

Internet infrastructure/commerce networking is a huge growth future growth area, Asia the greatest with Europe the second. Uncertainty in slowdown of economy here and abroad with Asian currency instablity may push out orders for networking gear. I've posted that market direction will not be clear until 4th Q earnings are out. Mohan sees CSCO dropping first before rising, but I'd see CSCO revisiting old highs before it splits and have no idea what may happen in-between.

BAY's future products are very strong, management has vision. More another time. COMS has short-term inventory problems and until it can migrate to higher end products away from commodity items, it will be weak. ASND's technological basis is not sound and it's management suck. My concerns on ASND are not mitigated. ASND is a trade, not an investment ... and I say this holding shares that are deep-sixed. You still holding Apr 40c??
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