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Technology Stocks : Texas Instruments - Good buy now or should we wait? -- Ignore unavailable to you. Want to Upgrade?

To: thebeach who wrote (3546)	4/29/1998 9:56:00 PM
From: pat mudge	Read Replies (2) \| Respond to of 6180

any reason for any bearishness as far as ASND is concerned? I noticed the stock collapsed after the conference. I certainly didn't hear any bearish comments. In the multiVPN area, Mory said there'll be "several announcements in the next few weeks." Doesn't sound negative to me. He also said growth in Japan would be in the 10% range b/c of increased ports for Internet. This is higher than the flat to 5% we'd heard earlier. In Europe he said RFPs are coming out from all the big carriers and "we have to earn them." The way it was said indicated they'd have to prove themselves. This is not startling. NN said the same. Contracts will be for initial deployments and additional numbers will be added as vendors prove themselves. gotta run. Pat