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Technology Stocks : Ascend Communications (ASND)
ASND 212.29-2.2%Nov 19 3:59 PM EST

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To: The Phoenix who wrote (43623)4/10/1998 3:09:00 PM
From: garrick le  Read Replies (1) of 61433
 
Gary,I respect your viewpoint about CSCO being
a superior company with better visibility and
more consistent growth.However,all those factors
are already built into their stock price.
If ASND can grow their revenue to 1.4 billion
this fiscal 1998,it is a better play than CSCO
due to their better technology (in the Acc. Concentrator,
ATM and FR switch arena) and much lower
valuation.

JMHO,only.

GL
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