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

To: money who wrote (43678)	4/11/1998 4:11:00 AM
From: MMW	Respond to of 61433

Hi Money, I agree with you analysis. ASND has demonstrated a turn around situation. I think there are more to come. I just try to think a longer term how ASND stock will perform. It seems clearly to me that ASND is learning to play the game that MSFT is playing for a quite long time, which is conservative. It sure seems to me this thing will boom for a long time. From the quarterly report, the fact that revenue transfer from Q1 to Q2(GX550 case) is a good indicator that they are going to play safe. I am also CSCO stock holder and a former CSCO employee. But, I feel from stock price appreciation stand point, ASND have very good chance beat CSCO for the following reasons: 1) ASND stock price was so depressed, it has rebound quite bit. 2) ASND product line seems positioned very well and is going to benifit from recent ATM deployment boom. 3) ASND management team seems in control knowing where they are going and how they are going to get there. Let those short term thinking guys sell their stock. It may just give us an opportunity expanding our positions in ASND. Cheers, Mike