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Technology Stocks : Western Digital (WDC) -- Ignore unavailable to you. Want to Upgrade?


To: Thomas Haegin who wrote (7950)12/3/1997 10:11:00 AM
From: Pierre-X  Read Replies (1) | Respond to of 11057
 
If I was going to pick only TWO stocks like <still learning> I sure wouldnt pick THOSE two <g>.

I have a small position in ASND.
Brief story:
Positives--Access concentrator market leadership; had a little bobble with their latest product line now ironed out; will benefit when 56K standards settle.
Negatives--Cisco crowding in on all segments of their business; stunted sales growth overseas.

Not a slam dunk by any means. A disturbing parallel may be drawn between ASND vs CSCO and NOVL vs WinNT of 5 years ago.

PX