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


To: Glenn D. Rudolph who wrote (30631)1/15/1998 6:18:00 PM
From: Jim Lou  Respond to of 61433
 
I don't trust Second Opinion, but when they say things that sound reasonable, you take a look. In general TAs are messed up these days. Here again, they're late.

etrade.stkwtch.com



To: Glenn D. Rudolph who wrote (30631)1/15/1998 6:32:00 PM
From: Daniel W. Koehler  Read Replies (1) | Respond to of 61433
 
Glenn:

Randy Befumo is a pretty decent reviewer for MF. When I was in Amati, he was known as MF Templar.

It will be interesting to see if networking companies all rise together on good news. I however am long ASND Mar 30 calls and Long CSCO 55 Feb puts in a 2: 1 ratio. Hopefully, the beaten down ones will rise and Csco will stay put or decline slightly. I'm assuming that ASND will beat estimates .$26/28 and CSCO will meet estimates and fall to 50 in Feb. But csco's been looking very strong lately so I may buy the Apr 55 calls to hedge. But I did well with csco puts in December during the inventory scare.

thanks again for the post.

Daniel