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

To: Glenn D. Rudolph who wrote (39951)	3/18/1998 7:33:00 PM
From: blankmind	Read Replies (1) \| Respond to of 61433

csco does not count but i will also throw in bay and coms with xylan, cs and mrvc.

To: Glenn D. Rudolph who wrote (39951)	3/18/1998 7:49:00 PM
From: polarisnh	Read Replies (1) \| Respond to of 61433

<<which networkers and what time frame? you decide and i will post the information.>> <XYLN, CSCO, CS, MRVC.....this last 4 trading days.> I am quite familiar with 3 out of the 4 stocks. 1) Xylan got the hell beat out it until it put the January quarter behind it. If you remember, Xylan fell down to $13 and change in January until their numbers came out with a few cents above estimates. They also are pretty much in the middle of their quarter and haven't provided any negative press unlike that security crap that was spilled yesterday about Ascend. 2) Cisco is still the top dog and until they show a severe crack in their armor with actual revenue decreases, they won't drop very much. Unless Wall Street has a meltdown. 3) Cabletron has really gotten the hell beaten out of them since they preannounced again. And maybe rightfully so, until I see BAY. Now that stock operates with smoke and mirrors. Cabletron is going to be a legitimate money maker within 1 year. Right that one down. 4) MRVC is one stock that I really don't know enough about. Cheers, Steve

To: Glenn D. Rudolph who wrote (39951)	3/18/1998 10:46:00 PM
From: blankmind	Read Replies (2) \| Respond to of 61433

1.i belive it is quite obvious in hindsight we should have sold asnd and purchased cs. i am sure many on the thread did this, thus only you and i still hold asnd after all the shares traded the past few days. 2. asnd again shows leadership. stock 3/13 3/18 %diff asnd 35 9/16 32 -10.2 bay 27 3/8 26 1/2 -3.2 coms 34 15/16 33 1/2 -4.1 cs 14 1/8 15 +6.19 csco 64 9/16 63 9/16 -1.55 mrvc 25 11/16 24.844 -3.3 shva 12 1/8 10 15/16 -9.8 xylan 24 1/2 22 15/16 -6.4