Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 218.50

+6.9%

10:05 AM EST

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To: Glenn D. Rudolph who wrote (30631)	1/15/1998 6:32:00 PM
From: Daniel W. Koehler	Read Replies (1) of 61433

Glenn: Randy Befumo is a pretty decent reviewer for MF. When I was in Amati, he was known as MF Templar. It will be interesting to see if networking companies all rise together on good news. I however am long ASND Mar 30 calls and Long CSCO 55 Feb puts in a 2: 1 ratio. Hopefully, the beaten down ones will rise and Csco will stay put or decline slightly. I'm assuming that ASND will beat estimates .$26/28 and CSCO will meet estimates and fall to 50 in Feb. But csco's been looking very strong lately so I may buy the Apr 55 calls to hedge. But I did well with csco puts in December during the inventory scare. thanks again for the post. Daniel

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