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

To: Mr. E2u who wrote (47796)	5/31/1998 6:45:00 AM
From: michael modeme	Read Replies (2) \| Respond to of 61433

Pheonix, While ASND's fundamentals were intact when it took the plunge, I'm not sure that COMS's fundamentals are intact. COMS may make a short pop up when the netwrokers rebound, but I wouldn't expect it to do well for the long run. CSCO, and to a small extent ASND, are kicking COMS's butt big time. Although CSCO is expensive, what about LEAPS on CSCO -- or LEAPS on ASND for that matter. The lower strike-price LEAPS will tend to gain almost point for point withe the stock, and you drastically increase your profit/loss over that of the stock. For myself, I stick to companies that have excellent revenue/earnings growth over the long-haul, in networking, those include ASND, CSCO, and some smaller ones like MRVC, XYLN, and PAIR. Good luck. Cheers

To: Mr. E2u who wrote (47796)	5/31/1998 4:16:00 PM
From: George Coyne	Respond to of 61433

Hello Pheonix, Good to see you back. Sorry you got out a little early. How was your trip to the states? As you may know, I am strictly a fundamentalist, so my recommendation is to evaluate the fundamentals vs. share price rather than consider any similarity to previous SI ASND sentiment. Cheers. G. W.