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

To: sea_biscuit who wrote (21134)	11/4/1997 7:06:00 PM
From: L.B.Nguyen	Read Replies (1) \| Respond to of 61433

Some data on insider trading: ---------------------------------------------------------------------- Insider and Beneficial Ownership Trading - SEC 4 and 144 Filings Form 144 Notice of intent by insiders to sell restricted stock.Form 4 Change in beneficial ownership by officers or shareholders. Insider trading actions are not typically filed electronically and as such, are not accessible via EDGAR filings. ---------------------------------------------------------------------- ASCEND COMMUNICATIONS DateReported ROBERT DAHL CFO ASCEND COMMUNICATIONS INC Sell169,703 $33 11/03/97 MORTEZA EJABAT CFO ASCEND COMMUNICATIONS INC Sell 15,000 $35 11/03/97 GURURAJ DESHPANDE FORMER VICE PRESIDENT ASCEND COMMUNICATIONS INC Sell 35,000 $34 11/03/97 DANIEL E SMITH EX VICE PRESIDENT ASCEND COMMUNICATIONS INC Sell 50,000 $34 10/30/97 ROBERT DAHL CFO ASCEND COMMUNICATIONS INC Sell 169,703 $33 10/30/97 CURTIS SANFORD PRESIDENT AND CEO ASCEND COMMUNICATIONS Sell 15,000 $36 10/30/97 MORTEZA EJABAT CEO ASCEND COMMUNICATIONS INC Sell 15,000 $35 10/30/97 DANIEL SMITH OFFICER Sell 50,000 $32 10/28/97 MICHAEL CHAMPA FORMER EMPLOYEE Sell 1,680 $33 10/21/97

To: sea_biscuit who wrote (21134)	11/4/1997 7:19:00 PM
From: uu	Respond to of 61433

Dipy: You state: > What is your frequency of averaging? Lets say I want to invest $100. I first enter the stock with $50 (at what I percieve to be a good deal!). Then if the stock drops by 20% I invest an additional $30 into the stock. If it drops by another 10% invest an additional $10 and I leave the last remaining $10 for the last 10% drop. If the stock continues to drop (like ASND) and I no longer have my original $100 to invest I either assign and try to come up with an additional $100 to the investment if I believe in the fundamentals of the company very strongly (for me such as LSI, or SUNW), and if the fundamentals have not really changed and it is a temporary situation (as I percieve it to be) I just dont worry about it (again for me such as COMS, SEG), and if for some reasons I perceive that the fundamentals have changed dramatically due to management or other conditions (again for my such as ASND) I become very anxious to get out of the stock with loss (however with the best available price possible - again in case of ASND which I believe if iditoic rumors of a take over start to take off I may get my wish!). You state: > I don't watch for any events or "buying opportunities" etc. -- just > DCA every year. Because I feel that if I really am a long-term > investor, I better behave like one! One thing you have to keep in mind, with technology things change every second! Tech stocks are not like your typical McDonald stock that you can buy and leave it there and never look at it again. If you own a tech stock you have to keep up to date with it and see if the fundamentals remain the same. When it comes to long term investing with tech stocks it does not mean you buy, hold and never look at it again! To me (at least), it means, you buy, hold, and follow the fundamentals every day! Regards, Addi Jamshidi