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

To: Glenn D. Rudolph who wrote (28752)	12/29/1997 12:10:00 AM
From: Sector Investor	Read Replies (2) \| Respond to of 61433

<<I he been doing a bit of thinking on Asia. The problem is real and significant. Spending will be down. The questions is where will the cuts be made? In technology? Would that not be self defeating? Any thoughts would be appreciated. Glebb>> Glebb? I like it! <VBG> I think one has to distinguish between consumer spending and government/telco/enterprise. Consumer purchases should be down the most I would think. This would affect PCs and peripherals of course. However, I have been reading that internet and infrastructure spending by non-consumers is still considered a priority item. That I think will continue pretty much as before. ASND should be less affected than COMS, IMO. My $0.02.