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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: The Phoenix who wrote (45111)4/22/1998 10:51:00 AM
From: polarisnh  Read Replies (1) of 61433
 
Gary,

It isn't a direct competition, but in comparison I think Ascend will have a better 6 to 12 month run from this day forward than Cisco will because of the new and improved earnings forecasting and guidance that Ashby is providing will eventually cause Wall Street to improve the P/E multiple, the next generation ATM products are a definite hit with the carriers, and the takeover speculation is always a wildcard that might add a point or two.

IMHO,

Steve
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