Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 204.41

-1.0%

Nov 14 9:30 AM EST

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To: Glenn D. Rudolph who wrote (28769)	12/28/1997 10:11:00 PM
From: scott maragioglio	Read Replies (1) of 61433

Glenn, I agree Ascend and Coms are where the value is at. But it's hard to go wrong with Csco. I also am very long on Ascend and plan on going longer. The only concern that I have right now is that the new 56k standard products won't be on the shelves until march and i'm worried about a dip in demand in the first quarter. Combine that w/ the fact this is a slow quarter in networking and the carriers have to do capex budgeting. I worry about the next 3 months. I hope that expectations are so low that no one is paying attention or that they look beyond the 1st quarter.

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