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Technology Stocks : Ascend Communications (ASND)
ASND 213.06+1.5%12:05 PM EST

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To: craig crawford who wrote (30647)1/15/1998 9:38:00 PM
From: Glenn D. Rudolph  Read Replies (2) of 61433
 
Which part is fact? That Europe is stronger or that it will pick up the
slack?


Craig,

Europe being stronger is fact. Picking up the Asian slack is fact at present but not so sure about the future.

How can Europe be immune to the problems in Asia, while the US (which is
stronger) is not?


Europe is not immune to the Asia problems. Likely, the telcos and ISPs may be. Many other industry sectors will suffer. I couls not possibly predict the overall impact. We both know that.

Glenn
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