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

To: Brad Rogers who wrote (47959)	6/3/1998 5:47:00 PM
From: Sowbug	Read Replies (2) \| Respond to of 61433

Contest update <http://townlet.com/sowbug/contest/>: I've missed out on the last 414 messages on this thread; if there was any discussion about the rules for the next quarter's contest, I'd appreciate a summary.

To: Brad Rogers who wrote (47959)	6/3/1998 5:58:00 PM
From: Darren	Respond to of 61433

Bummer on the margin calls, but your analysis is solid IMO. INTC would have pre-announced on Monday. We are now searching for the second bottom. Hope for a lower bottom tomorrow and the rest of the week and buy the dip. It's a good one. Maybe our best chance this year. It was more obvious to some that INTC wasn't going to pre-announce when DELL's earnings were above estimates (if barely) and CPQ was happy with theirs...

To: Brad Rogers who wrote (47959)	6/3/1998 7:19:00 PM
From: Greg Jung	Respond to of 61433

The fakeout was the morning pump, not so much the slide thereafter. H&Q is always pulling cute little tricks like that. One thing about TLAB/Cien. Wasn't TLAB only one of several (or a few, anyway) customers of Cien, and so abiding by getting bought is an acknowledgement of their need for a protected customer base - ie they avoid inevitable competition. Otherwise if they had an added technological edge it would be stunting to service only one of the telecom equipment companies.