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Technology Stocks : Ascend Communications (ASND)

ASND 212.33

+1.1%

Nov 28 9:30 AM EST

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To: djane who wrote (45707)	4/29/1998 3:36:00 PM
From: djane	Read Replies (1) of 61433

Landis and Cramer sightings. [Internet buildout is "unstoppable" according to Landis, but a couple days ago he said networkers will have problems in 2H98. Go figure. djane] Silicon Valley: H&Q Conference Notebook: Advanced Fibre, VeriSign and an Albert Einstein Joke! By TSC Staff 4/29/98 2:08 PM ET thestreet.com SAN FRANCISCO -- What's the hot stock of the day at the Hambrecht & Quist Technology Conference? It's looking like it may be Advanced Fibre (AFCI:Nasdaq). According to Kevin Landis, portfolio manager for Interactive Investments, Advanced Fibre gave an extremely bullish presentation at the private breakout session following its 8 a.m. presentation. (The press is banned from breakout sessions.) "You almost can't go wrong investing in the buildout of the Internet," says Landis. "You can argue about Amazon.com (AMZN:Nasdaq) and whichever model will work, but it's clear that the buildout is unstoppable." At midafternoon AFCI was trading at 43 3/16, up 1. Look for a feature on Advanced Fibre tomorrow morning on TSC. Cramer on the Scene The meeting rooms are loaded with fund managers to talk to, full of quotable market movers. But there is one particularly verbose hedge fund head that every other journalist in the room is interviewing and TSC reporters can't talk to. The indefatigable Jim Cramer attended the H&Q conference today, and spent most of the day surrounded by an admiring throng. But TSC reporters can't even talk to him about stocks and avoided him like the plague. Items by West Coast Bureau Chief Cory Johnson, contributor Kevin Kelleher and staff reporters Eric Moskowitz and Kevin Petrie. See Also SILICON VALLEY H&Q Conference Notebook: Amazon.com, Informix and GeoCities 4/29/98 8 AM SILICON VALLEY H&Q Conference: Silicon Graphics Does the Dinosaur 4/28/98 7 PM SILICON VALLEY H&Q Conference: USWeb or USWhat? 4/28/98 6 PM SILICON VALLEY ARCHIVE

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