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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: The Phoenix who wrote (60077)2/20/1999 1:26:00 PM
From: Ingenious  Read Replies (1) of 61433
 
clearly, csco, like ibm and other great companies, will continue to provide their products regardless of what happens with asnd and the voice/ip/atm market. the real question is which company will succeed that the analysts have *not* discovered yet. this will provide the largest upside gain from an investment standpoint. from this perspective, i think that asnd is now riding the coattails of lu and may not have the greatest (ie 50%) return they have produced for me over the past 3 years. i am starting to look into the wireless arena and other communication providers such as qcom, and broadcom.

asnd and csco will make good core holdings for a long time but really who is going to be the next big thing???
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