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Technology Stocks : Ascend Communications (ASND) -- Ignore unavailable to you. Want to Upgrade?

To: James J. Cramer who wrote (19006)	10/25/1997 9:32:00 PM
From: Carmine Cammarosano	Respond to of 61433

Thanks for your input...I am also long CSCO and have been for almost 2 years...by the way, you were on CNBC the day COMS hit $24, sometime this past Spring...since that day, COMS has never looked back...by the way, I expected you to tell everyone that COMS was oversold, however, your comment or facial expression was that of an investor/trader who was glade not to own COMS...I held on to my COMS and you know the rest of the story...finally, do you like using First Call or Zacks or ? for earnings revisions...

To: James J. Cramer who wrote (19006)	10/25/1997 10:23:00 PM
From: bigpicture	Read Replies (1) \| Respond to of 61433

...me thinks an acqusistion of ASND by BAY would be the best thing they could ever do.. get them a nice presence in the fast growing WAN space...20 billion mrkt cap...end to end...to much of a tie to the LAN currently... COMS...has tremendous issues for years to come... (If INTC relizes no one is buying the P2 in quantity don't you think they will be more aggressive in lateral spaces...can you say "we own the motherboard?, What should we add on next?, maybe NIC's?, modems?" ......hmmmmm as MSFT adds to the O.S. INTC adds to the motherboard..hmmmmm CSCO -- ahead of plan in every group from all I can gather...convergance of Telecom & Datacom will benifit them more than anybody else in these spaces...peace

To: James J. Cramer who wrote (19006)	10/26/1997 1:37:00 AM
From: sepku	Read Replies (3) \| Respond to of 61433

>>>I am stuck in BAY and very nervous<<< I would be too. I hope you took a glance at that SmartMoney table I pasted here. I never liked BAY, but I also never realized just how overvalued it really was. Style Pts.

To: James J. Cramer who wrote (19006)	10/26/1997 10:23:00 AM
From: Jeff Jordan	Read Replies (1) \| Respond to of 61433

I am very long CISCO. I dont like COMS. I am stuck in BAY and very nervous jjc So, are you ready to make a 6mo+. investment in Ascend? It doesn't look like its going any lower? Are you and investor or just a scalper like Tim Luke. He got caught in a day trade @$38 looking for a couple of points. He should have increased his stake when it hit $30, after he told everyone he was holding for $50 next year. It just seems now it a good time to start a core....then add when the momentum hits. Just curious when you intend to throw ASND a bone.... Style Pts; I've been waiting to enter CYMI, looks about right time now. I picked up 2K last night at craps table...was thinking about call options. I agree cymer is a good buy now...but was concerned about the kind of action we're seeing ASND right now. Also, looking for a good put, any ideas? JJ