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

To: ABE who wrote (21760)	11/7/1997 8:37:00 AM
From: Skeeter Bug	Read Replies (1) \| Respond to of 61433

abe, you are very clear, however, we disagree. by a lot. you spoke eloquently of demand. nothing about supply. this shows your bias. supply is killing mu. they spent $2.50 on cap expenditures last year and made $1. they plan on spending $5 per share this year and won't make a dollar. they are currently under water. btw, the $5 isn't for leading technology - just the tech that everyone has now. taiwan is spending $64 billion in new fabs alone. supply is killing demand and your paradigm is precisely the reason why these companies keep building dram factories at alarming rates. dram turns when people exit the business en masse. hasn't happened yet. i really hope you aren't long on mu. it is headed to the mid to low teens this year. it may turn later, but the downside is assured.