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

To: Larry J. who wrote (23131)	11/13/1997 2:52:00 AM
From: sepku	Respond to of 61433

Interesting...can anyone get a hold of the synopsis for this GS conf on tech stocks? Sector? Style Pts. ------------------------------------------------------------------------------------------ Subject: Goldman Sachs Date: Wed, Nov 12, 1997 19:03 EST From: OSTrail Message-id: <19971113000301.TAA02039@ladder02.news.aol.com> Goldman Sachs had a conference today on Tech stocks. They wanted more visibility on this SE Asia thing. Goldman commented on companies that will benefit from the big internet buildout in Europe as a hedge against the currency crisis in Asia. Guess who was mentioned???? Its called rotation and ASND and CSCO will be the new leaders when this thing settles...Goldman Sachs sees this...the rest will follow soon...That means Goldman is not shorting the stock anymore...for now anyway. OSTrail

To: Larry J. who wrote (23131)	11/13/1997 11:47:00 AM
From: Analog Kid	Read Replies (2) \| Respond to of 61433

Thanks for your response Larry. I have been reading the News Only thread too, it was there that I first saw the article on the LanQuest study of the AS5300, which got me a little worried. I was very happy to see ASND's press release yesterday rebutting the test. From what I gather CSCO = good (not great) products + great marketing. Hopefully ASND can also develop a great marketing organization - good technology can only get you so far. By the way, do you own any CSCO? Thanks again.