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

To: Terror who wrote (25300)	12/3/1997 8:49:00 AM
From: Gary Korn	Read Replies (2) \| Respond to of 61433

Pre-market ASND & COMS: ASND - Transaction Log 8:46:21 S 1000 23.5 T COMS 8:50:43 S 1000 32.5 T 8:49:20 S 200 32.4 T 8:50:42 S 500 32.4 T 8:49:19 S 800 32.3 T 8:50:41 S 32.4 - 29.6 20x10 8:49:15 S 1000 32.4 T 8:50:34 S 700 32.4 T 8:49:15 S 2000 32.4 T 8:50:31 S 500 32.4 T 8:49:14 S 32.3 - 29.6 7x10 8:50:30 S 32.4 - 29.6 15x10 8:49:11 S 32.4 - 29.6 2x10 8:50:29 S 3000 30.5 T 8:49:04 S 500 32.4 T 8:50:28 S 300 32.4 T 8:49:04 S 1300 32.4 T 8:50:25 S 200 32.4 T 8:48:58 S 5000 32.4 T 8:50:24 S 32.4 - 29.6 17x10 8:48:58 S 32.4 - 29.6 20x10 8:50:16 S 200 32.4 T 8:48:53 S 1000 32.3 T 8:50:12 S 800 32.4 T 8:48:53 S 500 32.3 T 8:50:11 S 32.4 - 29.6 12x10 8:48:45 S 32.3 - 29.6 15x10 8:50:07 S 32.4 - 29.6 2x10 8:48:40 S 1000 32:5 T 8:49:51 S 32.4 - 29.6 10x10 8:48:27 S 200 32:5 T 8:49:48 S 2000 32.4 T 8:48:22 S 500 32.3 T 8:49:39 S 700 32.3 T 8:48:13 S 500 32:5 T 8:49:35 S 500 32.4 T 8:48:11 S 1000 32 T

To: Terror who wrote (25300)	12/3/1997 9:12:00 AM
From: joshi	Respond to of 61433

Marcie, please be careful. The bar is still high for the "winners" in your post. Most of the time when a entire "sector" is having a problem it is exactly that! "The sector". My guess is that 1 or 2 of the "winners" will come out soon with warnings of their own and the big diff. is that a company like CSCO has much more downside potential than a COMS or ASND or CS. Good luck all

To: Terror who wrote (25300)	12/3/1997 9:40:00 AM
From: Sector Investor	Read Replies (1) \| Respond to of 61433

<<To me it looks like LU, CSCO, TLABS are kicking butt. Go with the winners or get left behind. No pun intended.>> Marcie, you named three great companies, for sure. However, buying CSCO at $90 or upper $80s is close to madness, IMO. CSCO has already doubled this year. Their multiple is bloated because of their reputation, but one misstep and you could see that drop. Their growth has been slowing and they have yet to prove that they can make the transition from predominently a router company to the newer switching topology without being adversely affected. There is not that much upside potential left ($10-$15?) and plenty of downside, if they show any weakness. I'd rather be "left behind" in ASND and MRVC, where the drop has already mostly, if not fully occurred ($80 to $23 and $39 to $26), growth rate is higher (MRVC is growing 2.5 times faster than CSCO), and the prospects of future price appreciation are much greater. Can ASND go still lower? Sure, but not much and it won't stay down for long. Could CSCO drop to the $60s or lower on weakness and stay there for a while? You bet.