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Technology Stocks : Ascend Communications (ASND)
ASND 217.17+0.3%Nov 18 3:59 PM EST

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To: Jeff Jordan who wrote (29912)1/10/1998 1:48:00 PM
From: Larry J.  Read Replies (2) of 61433
 
Jeff, don't feel bad on the ASND day trade attempt yesterday. I managed to squeak out of a PAIR trade attempt with an 1/8 loss. Trying to day-trade yesterday was like flying a kamikaze mission!

My favorites for '98 are: (From 1/9 prices)

1/9 PRICE PE ('98) COMMENTS

ACTL 11 1/8 11 now has reprogrammable (SFPGA). Cheap valuation vs. ALTR & XLNX.
ALTR 29 3/4 16 EPLD Leader. 30% growth
ASND 26 3/16 21 See previous 10K posts.
CS 13 1/2 13 Too cheap
COMS 30 1/8 19 Valuation, good entry point
CPQ 56 15/16 26 Mkt. Leader. 2:1 split 1/20
LSI 19 7/8 15 ASIC Leader
ORCL 18 3/4 18 Selling overdone. Core holding.
PAIR 16 25 70% share HDSL. Little ASIA exposure
SUNW 40 7/8 16 A tech stable at a great $$.

and maybe... AMAT & KLAC in semi-equip.
and if you're really brave DD stocks :QNTM, SEG, WDC, APM, & RDRT.

Regards, (sorry for the format)

Larry
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