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Technology Stocks : Western Digital (WDC)

WDC 168.90

+4.9%

Dec 5 9:30 AM EST

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To: Thomas Haegin who wrote (7950)	12/3/1997 10:11:00 AM
From: Pierre-X	Read Replies (1) of 11057

If I was going to pick only TWO stocks like <still learning> I sure wouldnt pick THOSE two <g>. I have a small position in ASND. Brief story: Positives--Access concentrator market leadership; had a little bobble with their latest product line now ironed out; will benefit when 56K standards settle. Negatives--Cisco crowding in on all segments of their business; stunted sales growth overseas. Not a slam dunk by any means. A disturbing parallel may be drawn between ASND vs CSCO and NOVL vs WinNT of 5 years ago. PX

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