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Technology Stocks : Cascade Communications (CSCC)
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To: Thomas Kiser who wrote (2376)2/22/1997 11:51:00 PM
From: AL TOTH   of 3743
 
Tom, good analysis in your post #2376. I especially liked your
comments on the risk vs reward status of CSCC stock price. It
was a much more detailed explanation of my comment that there
is not much reason to sell CSCC as the damage is done. We have to
look at CSCC as what it is today, a $27+ stock that has the potential to increase dramatically versus a very limited downside risk.
It wont take long for people to realize that.

In regards to your comments on the tech stock leaders declining
(especially Friday) I would state the following. As we all know
there is alot of $$$$$ going into the stock market and alot of
it in to index funds. The lower growth blue chips are sporting some
very healthy multiples. INTC, CSCO and MSFT have to be in those
portfolios so they are practically guaranteed to rise in price as
long as they continue to do well(which they will). IMO what we
saw last week was stock pressure by the big $$$ to push the
market down so it has room to rise again. The damage to the
networking sector has been ludicrous because it has been based
more on suspicion than fact. Reality is that this is the #1 growth
sector. Investors are running scared due to some relatively(to the
damage it has caused) minor news. No one has seen any bad earnings
yet. 3COM was killed because INTL cut their prices on adapter cards.
CSCO came out with a great earnings report. NN did the same.
Nobody has seen one concrete fact that CSCC has problems. USRX
is getting hit because it is a week(s) late in bringing out a
dramatic new technology that will make it a $120+ stock in the
next 12 months.

I know its hard to not follow the herd, but these companies are
in unbelievable positions for dramatic success in the future.
My money is in CSCO,INTC,USRX,AND CSCC and will stay there!!
If the stocks go down I will add to my position because I will
never forget how I could have bought INTC for $15 (split adjusted)
just two years ago.

Good Luck,

AL
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