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

To: HMB Mikee who wrote (45537)	4/27/1998 9:30:00 PM
From: Darren	Respond to of 61433

Re: "Replace ASND with COMS?? Did anyone happen to notice the comment in Briefing.Com to the effect that this might be a good time to sell ASND and buy COMS? They note that COMS represents a safe haven for investors if the market continues to slide since it is at the low end of its 5-month trading range. They say that any upside break from this trading range would leave COMS well positioned to test mid-upper 40's. They go on to say that since ASND is up 65% YTD that it might be a good idea to sell ASND and buy COMS. Any thoughts out there? Mike" My feeling has always been COMS around 30 is a steal...one of the best bargains in the high-tech market right now, but you may have to wait a while for it to come around...and frankly, I think ASND 50 is realistic...

To: HMB Mikee who wrote (45537)	4/28/1998 12:37:00 AM
From: freeus	Respond to of 61433

I have been a COMS investor but not an asnd investor. I just looked at asnd's yearly chart. My you people have had a roller coaster time this year, havent you? Of course so has coms. Freeus

To: HMB Mikee who wrote (45537)	4/28/1998 5:00:00 AM
From: Richard Pich	Respond to of 61433

Why would anyone sell Ascend to buy COMS? Do they have any new products which are being as well received as Ascend? What products are they currently selling that Intel isn't driving the price lower? The reason why their stock price is low is due to the fact that they basically sell commodities in an environment when new products are constantly being developed. Ascend took the necessary beating and came back with a vengeance. COMS stated that they can't compete with Cisco in their markets. Ascend is kicking ass in the WAN and winning contracts with ISPs, RBOC's. What is COMS doing? Waiting for pricing pressures to cease? Sure, the stock is cheap. Probably will get cheaper in the future. Hey, Madge,CS are cheap also. Any buyers on those companies? Happy investing RP