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

To: JR2 who wrote (29265)	1/4/1998 3:40:00 AM
From: Alok Sinha	Read Replies (3) \| Respond to of 61433

Off topic for ASND folowers. Jason, KMAG is the largest supplier of thin film disk drives in the world. SEG is one of their largest customers; in fact one reason the stoock has come down from mid / high 20s is due to SEagate's woes. The comapny has a very honest and efficient management team - plenty of cash. It should also be one of the first to recover once the uncertainnty with respect to the disk drive sector lessesns. I think it is a great buy at the current levels 14 - 15 (up to about 18) You may want to check their website for details of their busines and competitive positioning (HMTT is their largest competitor) Regards Alok