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


To: MMW who wrote (29093)1/1/1998 9:52:00 AM
From: Glenn D. Rudolph  Respond to of 61433
 

I think ASND's fundemental is improving and hope its stock value will
have at least 30-40% appreciation next year.
That is the reason I still keep 2/3 position in it. I think ASND
market position is great. Only thing I wonder about is the excution.
Hope they do not repeat the mistakes made in this year.


Mike,

I am not anticipating a product transition like the 56K one this year. That ought to help and was a large contributor to ASND's problems. There were other factors of course. CSCO's exposure to remote access is a small percentage of their business.

Glenn