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

To: username who wrote (29292)	1/5/1998 12:50:00 PM
From: Alok Sinha	Respond to of 61433

Pete: Off topic re- KMAG. Maybe we should move this discussion to the Komag thread. Thanks for the TA. I agree there may be some more downside from the $ 15 level. However, I see a bounce in the next couple of weeks with the earnings announcement, which should meet estimates based on the substantial recovery in orders last quarter (mostly from SEG). This quarter is not shaping up as hoped at KMAG and the entire disk drive sector (from what I hear from some folks working in this industry). So this bounce in stocks like SEG, QNTM, etc should be an opportunity to establish protective positions. Regards Alok