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Technology Stocks : Ascend Communications (ASND)
ASND 205.50-1.5%Dec 5 9:30 AM EST
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To: SMALL FRY who wrote (32749)1/31/1998 9:30:00 PM
From: The Phoenix  Read Replies (1) of 61433
 
Small Fry,

Thanks for the words. I try to be unbiased and just present the facts however sometimes it's difficult with so many staunch ASND Bulls. I must say however that the bulls in this thread are much more sane than us CSCO bulls. Again I should repeat to everyone that I'm not short ASND - I just don't have the same conviction that most of the longs here. I guess I kind of am looking to be converted in a way but no one seems to be able to give me anything to hang my hat on but "wait until 2H98". Mory say's things look great. Hey, he has to. If he doesn't they have a disaster. It's very tenuous right now and the exec's are walking on egg shells. They must protect the company and the best way to do it in the short term is to talk it off the bottom. This gives them time to deliver. The market numbers all tell a different story. ASND is weakening in RAS - again based up the statistics I posted earlier this week, and is losing market share in switchs - again based upon the stat's I posted early this week. So, big deals set aside, they're not cutting it yet. Not My Opinion...that's the opinion of the analysts.

Gary (not Korn)

BTW: Where is Style Points? Haven't seen him in a few weeks.... Could it be that he went bye bye?
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