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

To: Schmedley who wrote (26046)	12/5/1997 4:03:00 AM
From: Sector Investor	Respond to of 61433

<<Also: thanks Lee Martin for your candid and concise analysis of current situation in the tech sector Message 2883957 -you make a good buy and hold argument for ASND as well as the other "bandwidth"plays.>> Yes, Lee deserves a big thanks. He is one of the few strategic thinkers on this thread. Lots of traders and short term horizon people, and people who have never been in large corporation management, so they can't understand how it all works, and can't think strategically. Lee's analysis is similar to mine (add Internet Telephony, VPNs Commercial Internet growth and Video also pushing demand for what ASND has - high speed switching and RAS). I have said all along that ASND (with CSCC) is in an ideal strategic position for the future. I have never stopped accumulating ASND, buying more shares and calls yesterday. I for one, truely hope ASND will NOT be bought (at least not at the incredibly low price of $40). ASND could be an $8 Billion annual revenue company by 2000 without any other major acquisitions, given current trends. Few on this thread see this clearly. ASND is pure gold long-term - for those who see clearly and can wait.