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

To: Mike McCauley who wrote (37492)	3/4/1998 10:47:00 AM
From: Inga	Respond to of 61433

COMS doing better than ASND COMS got a BUY upgrade from DLJ today. Besides, the street treats COMS slightly better than ASND (larger company, more visible CEO, largest modem manufacturer, less drastic revenue swing, etc.) JMHO.

To: Mike McCauley who wrote (37492)	3/4/1998 11:26:00 AM
From: craig crawford	Respond to of 61433

<< Question to all: I am surprised to see COMS doing better then ASND. During the last 2 down days COMS lost less then most tech stocks and today, so far, they are showing a biger gain than ASND. Does anyone see any fundamental reasons for this? >> If you go back for the last 6 months A$ND has outperfromed COMS all but the last week. 20, 30, 40, 50, 60, 70, 80, 90, 100 days, etc. A$ND has done better than COMS. COMS is totally worthless and has rallied because it is the only thing that is still down in the dumps. A$ND, BAY, CSCO, XYLN, even SHVA has rallied. I can thank DLJ for giving me a nice opportunity to short COMS in the high 30's.