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

To: polarisnh who wrote (36946)	3/1/1998 9:21:00 PM
From: pat mudge	Read Replies (2) \| Respond to of 61433

What are your latest ADSL plays? WSTL? AWRE? PAIR? ORTCF? I am trying to figure out which one I want to take a run at. If they have something of value, they'll be bought out. If not, they'll be left at the station. You'll have to decide which is which. :) For my money, I'm waiting on one that's still private. In the interim, I'm playing TXN, NN and ASND. And looking at AMCC and GALTF --- plays on SONET, ATM, GE, and FC markets. If you do TA, I'd love to have your take on timing. It's an exciting time in the bandwidth sector, but a dangerous time, too. A lot of players won't make it to the playoffs, to say nothing of the finals. Later -- Pat