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

To: Jan Crawley who wrote (34170)	2/10/1998 1:49:00 AM
From: Larry J.	Read Replies (2) \| Respond to of 61433

OT: Jan, NN scares me. This one seems really broken. I think it's going to be stuck here or lower for a long time. I see CS as basically bottomed out (PE's 13 or so) with an improved product pipeline via Yago and channel w DEC - Europe. Also, NT buyout seems like a very real possibility. ADPT also appeals to me as the PE is low @ 12ish. See limited downside. SCSI leader, co. repurchase of 10 mill. shares, etc. Should have no problem getting back to $30's (unless of course another miss this quarter). Good tech. portfolio staple. I was wondering if you passed on NN per our last discussion. Glad to hear it worked out. Regards, Larry