Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 210.50

+0.6%

3:59 PM EST

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To: satish kamat who wrote (27861)	12/14/1997 8:15:00 PM
From: Nazbuster	Read Replies (1) of 61433

<<offtopic>> Satish, I think you are right about the Semis... Bob Brinker does a weekend talk show on KGO radio in SF Bay Area. He has been right on target for years regarding this market. (He is 100% invested and bullish now.) Bob referred to an industry analyst (private firm which consults to the Semi group) saying that the semis, especially the equipment makers, will barely be touched by the Asian flu. Companies still have to produce and stay competetive, especially with the rapid changes in technology to thin film, etc.. Can you imagine a firm making a corporate decision that they will stay with the older tech because it is too costly to compete or invest in R&D? HA! Bottom line according to Brinker: Semis and equipment suppliers will do just fine and are a screaming buy.

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