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Pheonix, While ASND's fundamentals were intact when it took the plunge, I'm not sure that COMS's fundamentals are intact. COMS may make a short pop up when the netwrokers rebound, but I wouldn't expect it to do well for the long run. CSCO, and to a small extent ASND, are kicking COMS's butt big time. Although CSCO is expensive, what about LEAPS on CSCO -- or LEAPS on ASND for that matter. The lower strike-price LEAPS will tend to gain almost point for point withe the stock, and you drastically increase your profit/loss over that of the stock. For myself, I stick to companies that have excellent revenue/earnings growth over the long-haul, in networking, those include ASND, CSCO, and some smaller ones like MRVC, XYLN, and PAIR. Good luck. Cheers |
