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Technology Stocks : COMS & the Ghost of USRX w/ other STUFF -- Ignore unavailable to you. Want to Upgrade?

To: Jeffery E. Forrest who wrote (8799)	11/7/1997 12:01:00 PM
From: jhild	Respond to of 22053

ASND multi-year low is perplexing from t/a point of view, because it just looks like minor support at 20, because this stock has enjoyed such a long bull run without many breaks. Now that it has broken through back at 32 support looks like it will have to come from fundamentals. With current management this isn't encouraging either.

To: Jeffery E. Forrest who wrote (8799)	11/7/1997 12:54:00 PM
From: dougjn	Respond to of 22053

Coms won't hit bottom until people basically write the whole modem market off as a slow/negative grower, without great prospects going forward. xDSL products are ahead but USRX's position there is very much unproven, with losts of others having apparent head starts. Coms going much lower, probably will revist April neighborhood...which was based on believes which are coming true...modem and nic markets both look to have lousy margins, modems lousy volume. Bad. Higher end switches and concentrators in Csco/Asnd space offer hope, but not immediately, and still unproven as sellers. Doug