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

To: lin huan chen who wrote (837)	1/5/1998 10:10:00 PM
From: Typhoon	Read Replies (2) \| Respond to of 1629

I read this artical earlier today and sense that Wall Strret, as usual, panics about this group because they really don't understand it. This is what has appeared to have happened in the Asian Contagian then tax loss selling decline since Bay reported their earnings. I think that House is best able to compete in an environment where, like semiconductors, prices constantly decline, and the technological leaders survive and prosper. If the networking market becomes more semi-like, then House is the guy to lead them through a series of new product cycles. Cisco unfortunately can buy companies cheaply with stock because of their large market cap so Bay can't afford many misstakes. If I were D. House I would sell 5-10% to both Lucent and Intel. This would lift their equity price to reflect their operating success, then Bay could buy the necessary technology to keep them ahead of the pack after accellar and gig have had their run. Cisco could be a huge short if their IOS? strategy undermines their ability to buy new technologies like Grand Rapids? and successfully integrate them. I own calls up the wazoo on Bay and look for good numbers and possitive commentary on their future when they report. Please tell me what I am missing here.