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Technology Stocks : BAY Ntwks (under House) -- Ignore unavailable to you. Want to Upgrade?

To: rupert1 who wrote (5217)	4/10/1998 12:13:00 PM
From: Kenneth E. Phillipps	Respond to of 6980

I am a BAY investor with no holdings in ASND or CSCO but I am seriously considering buying some ASND because it appears as though they currently have the fastest growth of any of the network equipment stocks and, in the future, will have even faster growth because of their core switches. I know BAY can compete with ASND in the remote access concentrator market but CSCO and ASND seem to have the market for core switches all to themselves. Do you agree or disagree?

To: rupert1 who wrote (5217)	4/10/1998 2:06:00 PM
From: jkb	Read Replies (2) \| Respond to of 6980

There is a nice interview with David House in the 'Computers & Technology' section of this coming Monday's (4/13/98) IBD. The article is not posted on their web site yet, but it should be up there by Monday. He had some reassuring forward-looking statements - especially in regards to Accelar. investors.com

To: rupert1 who wrote (5217)	4/14/1998 5:05:00 AM
From: Moominoid	Respond to of 6980

Welcome David: From your profile you appear to be into short sales. Your rely on TA yet your post refers to Value. Which is it? Vepoc I use fundamental analysis (CAPM) to decide whether a stock should be a long target or a short target and then use TA methods to find opportune buying and selling points. This is based on current econometric theory that assumes that in the long-run we are moving towards an equilibrium dictated by economic theory but in the short-run dynamics can be quite complex and not purely random noise. David