SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Ascend Communications (ASND) -- Ignore unavailable to you. Want to Upgrade?


To: Maverick who wrote (41714)3/31/1998 8:10:00 PM
From: gbh  Respond to of 61433
 
I think ASND may have run ahead of its fundamental value. I will be back when it becomes undervalue again.

Maverick, you really must define fundamental value for me. And what do you mean by undervalue. IMO this years run up is the street looking forward six months (as it always does) and saying its undervalued now, hence all the buying.

Now if you say you're looking for a corrective pull back, OK, but if earnings continue to click, undervalue may be a thing of the past, like CSCO. Now's the time to be in, not out, unless you think earnings are in jeopardy.



To: Maverick who wrote (41714)3/31/1998 8:39:00 PM
From: Glenn D. Rudolph  Respond to of 61433
 
You see what I am talking about,35 is a thing of the past.

thebeach,

I do see it:-)

Glenn



To: Maverick who wrote (41714)4/1/1998 12:34:00 AM
From: Jan Crawley  Read Replies (1) | Respond to of 61433
 
I can relate to this wholeheartedly. I no longer have any OTC ASND stock. I think ASND may have run ahead of its fundamental value. I will be back when it becomes undervalue again. There is some interesting development that could cause the stock to be volatile short term. I am currently investing in AMD which has excellent upside potential. I will surely miss you all. Lurking in zombie state.

Maverick,

Big thanks to you for helping many of us through the exhausting low 20s; and beyond. Asnd has come a long way both in fundamental outlook and share price during the past 3 months. Where do you think this stock stands towards the end of 1998?

Would love to have both you and Gary back as soon as possible; and please feel obligated to keep us informed.

Best,
Jan



To: Maverick who wrote (41714)4/1/1998 3:05:00 PM
From: H. Wai  Respond to of 61433
 
Maverick,

Why don't you just sell part of your stocks in ASND to reduce your risk? Are you seeing any change in fundamentals of ASND or do you see any increased competition for ASND (from LU)?

Maybe, we won't see 30s anymore soon.

Regards,

H.Wai