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

To: Sector Investor who wrote (35805)	2/22/1998 2:38:00 PM
From: sepku	Read Replies (3) \| Respond to of 61433

>>>Their routers were king before switches started coming on strong 3 years ago. Now they are threatened. The street loves them, but I think they are way overpriced. With a weak Q1 coming up, they are vulnerable.<<< I believe that ASND, COMS, and a few others, have a very important advantage against CSCO that counters its vast resources and economies of scale. CSCO is still dragging its feet on switching so as to not cannabalize its bread'n'butter router sales. I think this may play some part in why the company is so slow to get new products out the door? If anything, this gives the competition a key opportunity to entrench themselves in new markets and on the leading edge of networking technology. Style Pts.

To: Sector Investor who wrote (35805)	2/23/1998 7:47:00 AM
From: Glenn D. Rudolph	Respond to of 61433

The street loves them, but I think they are way overpriced. With a weak Q1 coming up, they are vulnerable. My main 2 horses right now are ASND and MRVC. MRVC reports earnings on Monday, so I expect to move up on Blank's chart back to the top three next week. Sector, We agree on CSCO. I did have a position last spring and exited too soon leaving a lot of money on the table. My larger holdings are ASND, CIEN (new), INSS, written puts against the HUI, written puts against COMS and MYL. Glenn