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Technology Stocks : Ascend Communications (ASND)
ASND 206.52-1.2%Nov 25 3:59 PM EST

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To: The Phoenix who wrote (56973)11/10/1998 11:02:00 AM
From: Bindusagar Reddy  Read Replies (4) of 61433
 
Gary, I am invested in future technology companies as well. Don't put CSCO in the same class as MSFT. It is not even close. CSCO is a sales machine not a tech innovator. It is apparent that you are heavily in CSCO, all I have to do is look at your posts and how you try to defend CSCO, your favorite. My favorite is obviously ASND, along with many other future companies.

Having said that, I am not saying CSCO will do poorly. They will be outperformed by many other techs in 1999. NOVL was like CSCO once upon a time. APPLE was also big once. Don't get carried away with sales leaders with poor vision.

Good luck, Gary.
BR
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