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


To: Jim Lou who wrote (32235)1/27/1998 6:27:00 PM
From: Gary Korn  Respond to of 61433
 
Sigh. Wish you'll come back soon, Gary.

Jim, don't sigh. ASND remains my biggest position, whether or not that is a wise decision. I've kept the position fundamentally because I trust the figures predicted by Ashby, because I think ASND will hit a few cents over the guidance each quarter and because there is always the possibility of a positive contract/acquisition surprise.

If I had as much visibility into another stock with a higher predicted growth rate, I might switch. But I don't, though I will keep looking.

Gary Korn