Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 210.01

+1.7%

Nov 26 3:59 PM EST

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To: Glenn D. Rudolph who wrote (35801)	2/22/1998 11:45:00 AM
From: Sector Investor	Read Replies (2) of 61433

Glenn, I also have 0 shares of CSCO, although I had a GTC buy last Spring at $45 that almost but didn't quite hit. I would have doubled on that. However that money then went to PAIR at $16 and out at $28+, so I don't feel so bad. I just can't warm to CSCO, as I feel they buy technology rather than develop it (a dangerous practice, IMO) and overpay too, which their stock price allows. They also don't seem to pick up best of breed companies (Stratacom instead of CSCC, Granite instead of probably several others). Their routers were king before switches started coming on strong 3 years ago. Now they are threatened. The street loves them, but I think they are way overpriced. With a weak Q1 coming up, they are vulnerable. My main 2 horses right now are ASND and MRVC. MRVC reports earnings on Monday, so I expect to move up on Blank's chart back to the top three next week.

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