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

To: Dennis R. Duke who wrote (37503)	3/4/1998 1:08:00 PM
From: China Trader	Respond to of 61433

Dennis, Thanks for the quick and detailed response. I appreciate that. I kind of understand your point on Csco vs Asnd on 7 month variance, but I took all data from Schwab, knowing their fiscal year end don't coincide. My point was Coms is a better buy than Asnd at this time. My son and I got out of Asnd during last week, and he put in the proceeds into Coms yesterday at 35.5, and now he is sitting on a stock worth 37 plus change. Anyway, I wish I did the same, except I was too pessimistic about this month with earnings warnings due out, that I put into my cash reserve for the next round. On product strength, I think Asnd has an edge, with Cascade's products also superior. So that point is well taken. For CFO, I know this guy is well respected, but in a different kind of way, that he is famous for selling companies. And I know that type, that he will clean up the balance sheet, show consistent growth pattern, always exceed street expectation with a small margin, and with reserves put aside for next quarter. Good luck for your investment on Asnd. I wish you success and hope Asnd will go up to 40-50 in no time. As for your other stocks, Orcl and Novl, I like both of them. I owned Novl for almost 6 months, got those at close to 9.5, and in the last few days, sold all of them at close to 10.5. hui sleepless in HK