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Technology Stocks : Ascend Communications (ASND)
ASND 217.17+0.3%Nov 18 3:59 PM EST

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To: gfr fan who wrote (54981)10/1/1998 5:17:00 PM
From: gbh  Read Replies (2) of 61433
 
Without offending us ASND longs, I'll bet that 12 months from today COMS is at a higher price than ASND - split and buyouts adjusted.

Gee, this wouldn't be a slightly biased opinion, would it? :)

So what you're saying is that you would spot ASND roughly 10 points (based on today's close), and that in 12 months, COMS will be at a higher price? Hmmm.

Until COMS can figure out to make good margins on razor thin margin products like NICs and modems, I can't see the stock making any significant moves. This stuff is still such a large part of the business model, that its gonna be tough to show consistent growth, IMO.

Gary
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