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

To: Chuzzlewit who wrote (22258)	11/10/1997 1:37:00 AM
From: Douglas V. Fant	Respond to of 61433

Paul, Exactly the question that's on my mind. I'm meeting a person for lunch tomorrow who works in networking and I intend to ask that question amongst others- basically where would ASND nibble in order to raise its operating margins and net profit margins? Is CSCO's valuation realistic- and COMS too. I am in and around networking and internet stocks and I like many believe the expansion potential of the Internet is tremendous. Like Joe Dancy who writes the Lonestar Growth Investor Newsletter, we like those who supply the tools to the goldminers rather than the gold miners themselves. And that is how I view ASND-a provider of "tools" to those who will try to "mine" the Internet for fortune and fame. Like I've previously noted here the up/down trend in ASND has turned positive for the first time in a long time in the last few days. That would be one factor which suggests that we are trying to build a bottom here around $25/share. Hopefuly I'll have some useful information to post tomorrow.... Sincerely, Doug F.