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

To: Skeeter Bug who wrote (21758)	11/7/1997 7:36:00 AM
From: ABE	Read Replies (2) \| Respond to of 61433

MU is a classic example of a very solid company who did what many perceived as impossible. They not only competed with the Asians but in many cases when they were suffering losses due to low dram prices Micron was actually profiting, it is a low cost producer and with the higher end Drams starting to roll out from 64meg,128meg and onward all the way upto 512meg by yr 2000 MU will be a major beneficiary... Memory needs worldwide are going to increase dramatically with UNICODE, a uniform 16 bit encoding system it will allow computers and applications to talk to one another easily and will understand most languages of the world thus enabling users to communicate worldwide in their native language. ASCII with 128 Characters is fine for ENGLISH but falls way short of Languages like Japanese, chinese wtc which have chinese language has 13,000 characters, they need UNICODE to represent these characters. Bottom line longer term = UNICODE takes twice the RAM and disk space than ASCII... EXAMPLE "A" in unicode would take twice the ram as "A" in ASCII Imagine loads of software all around the world in UNICODE, What was once an ANSI program taking up 16 meg will require 32 now...Yep just keep doubling....And the programs keep getting bigger and bigger requiring even more ram since the syntax are getting more and more relaxed...All this has to be converted to machine language again, So although it could be done in machine language in the first place it's senseless if the memory is available at affordable prices to handle it since it consumes 2-10X the effort to produce in machine language. ANSI just don't cut it either. Information needs have simply outgrown these standards. But aside from these additive pluses for MU I firmly believe mid 98 and onwards will be a turnaround yr for the semi's everything from memory to processors to wafers.Especially Sram if the prices don't stray too much from Dram's. So as the needs keep growing so will MU till yr 2000 & beyond MU already has 256 meg dram and has already sampled it with Dell for future use. My point was this - Solid growth companies that have been crushed recently(temporarily due to tunnel vision) will soon get a lot of attention perhaps a week, a month or a few months but they ain't going nowhere, instead it appears they will come back even stronger at higher than any high they may have reached by 99. So the ones that fit this potential criteria longer term is what I was trying to point out example asnd,amd,coms,mu,wfr,cymi etc etc When markets get crushed people look to see how low the bargains have gone and if the buying picks up dramatically they may no longer be down, even on a down day... Hope I made things a clear... The above are my opinions and my views if you disagree with them than you are most welcome to...You can short these stocks for all I care :) But I am trying to give a view going forward thats what p.e.'s do but some tend to forget long view and fundamentals and focus on very short term trends which is o.k. as long as you recognize what you are holding and what the potential is, otherwise its hard to remain calm when others are panicking if your following the herd.