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

To: ABE who wrote (21553)11/6/1997 3:33:00 PM
From: Jeff Jordan  Respond to of 61433
 
Message from ABE on Nov 6 1997 3:16PM EST

Wonder what some of you would be thinking of right now if you had 100,000,000
cash sitting right now waiting to be invested?

Abe:

1. I would issue myself 100K cashiers checks,come back 5 months.
2. Spend: 20mil for shares of ASND
3. 5mil QWST
4 20 mil RMBS
5 10mil TXN
6 5mil MOT
7 5mil IBM/INTC/MSFT
8 5mil CYMI
9 5mil QCOM
10 the rest evenly less $10K for party when I get back from world tour...coms,wstl,sybs,ctxs,osi,rapt,wind,apcc,asta,hwp,ACTL, apm,amat,emc,vsh,xlsw

Spent!, can I have another 100K?

Jeff



To: ABE who wrote (21553)11/6/1997 3:45:00 PM
From: uu  Read Replies (1) | Respond to of 61433
 
Abe:

You ask:
> what some of you would be thinking of right now if you had
> 100,000,000 cash sitting right now waiting to be invested?

I assume this money is to be used for investment only (and not to be spend on for example buying a couple of mansions here and there, cares, travel, etc.)! In that case:

1. Put $50 million in SUNW
2. $10 million in LSI
3. $20 million in ASPX
4. $15 million in MSFT
5. 500K in ASND at these level (just because I have to average down - otherwise would not have touched it yet!).
6. 4.5 million of the rest into: SPNSF, COMS, SEG, INTC, AMD

But the if I had $100 million, I would most likely be in Tahiti and put all the money under my pillow or in a savings account at Bank of America and dont worry about the stock market!

Regards,

- Addi Jamshidi



To: ABE who wrote (21553)11/6/1997 4:36:00 PM
From: David Lawrence  Read Replies (1) | Respond to of 61433
 
>>Wonder what some of you would be thinking of right now if you had 100,000,000 cash sitting right now...

That's almost enough be become a Friend of Bill. If you press, you might even get a Whitehouse tea and a stayover in the Lincoln bedroom.


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