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Technology Stocks : Ascend Communications (ASND)
ASND 206.52-1.2%Nov 25 3:59 PM EST

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To: Jack Stirling who wrote (23544)11/15/1997 12:59:00 PM
From: Larry J.  Read Replies (1) of 61433
 
I've been considering your (our) dilemma further. Sell ASND and add others, or hold? However I would not include jbil or rmbs (maybe WDC) My hypothetical portfolio is as follows:

ASND (I'd keep some)
LSI
RDRT
ORCL
SUNW
COMS
AMAT
INTC
KLAC
ALTR

When the tech's heat up the money will flow into these co.'s first.

Larry
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