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

To: john dodson who wrote (38451)	3/8/1998 10:44:00 PM
From: FUZFO	Respond to of 61433

excerpt from Smart Money March 6, 1998 DUELING PORTFOLIOS HOWARD SCHACHTER'S GROWTH PORTFOLIO "In the networking/telecom sector, the better positioned companies, such as Cisco Systems (CSCO) and Nokia NOK/A), seem like they'll have O.K. quarters. But two that seem up in the air are 3Com (COMS) and Bay Networks (BAY). My biggest concern, however, is the PC companies like Dell (DELL) and Compaq (CPQ). Intel's warning casts a shadow over the entire sector. " (interestingly no mention of ascend.) Fuzfo