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

To: Mr. E2u who wrote (47800)	6/1/1998 2:08:00 AM
From: michael modeme	Respond to of 61433

Yes, I'd have to cautiously agree with you. After I made that post, I took a closer look at COMS's fundamentals. They're not crashing, nor are they roaring ahead. I was a bit hasty in my statement. To quantify this, my mathematical model shows a range of annualized 2-year earnings growth of between -3% and +17% (with 80% confidence). And I think that their current value is slightly below what it should be, and stock performance over the next 2 years should be moderate. I still think that ASND and CSCO are much better bets. Both have better management (in my opinion), better products in faster growing sectors, and their earnings growth and revenue growth far exceeds those prospects for COMS. So, I think that COMS isn't a bad choice, you will see some gains, but greener pastures are to be found in ASND and CSCO. I should note that while my fundamental analysis is pretty good in terms of solving for the non-stationary distribution of earnings growth and revenue growth, I am not an expert in networking and dynamics of companies, so temper my fundamental results with those views from someone who is an expert in those fields. Good luck Pheonix. Cheers