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

To: Narotham Reddy who wrote (25265)	12/2/1997 9:32:00 PM
From: vegetarian	Respond to of 61433

>>Any comment on Futures for tommorrow ? I agree that the near term future is not very bright for networking companies but IMO that should not bother good investors; for them, the most important question is if CSCO is number 1 who will be number 2 in networks? This question has very wide ranging implications for profit in the future because whoever it is going to be 2 is/will be available at a very low price in the near future and those who buy that company stock will prosper. Many pssible candidates: CS, ASND, COMS etc Based on products, I tend to not go with CS (it may do OK in the future but may not be no 2), so between ASND and COMS unfortunately the answer is based on whose management learns their lesson quickest and resorts to least slippery tactics. After last Q, I think ASND management is showing signs of good behavior; hopefully they will give investors a good idea about how earnings will be for the Q in the right time. Somebody said the management said they were comfortable with estimates and that is good enough; but it is not because that is what they had done in the last Q before filing the 8Q. It is possible that some buying support may come in if the rest of the market does not tank tomorrow but I plan to wait until the stock has consolidated.