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

To: polarisnh who wrote (49349)	6/29/1998 8:40:00 AM
From: Jack Colton	Read Replies (1) \| Respond to of 61433

To the Contestants: Only today and tomorrow left in our stock contest. IF YOU WANT TO IMPROVE YOUR STANDINGS, BUY A SIGNIFICANT POSITION IN YOUR STOCK PICKS TODAY! I guess the next contest will be ready to kick off on July 1st, run for 3 months until September 30th, and EE III is running it (I think.) So, everyone sharpen your pencils and study your company backgrounds because Pat Mudge has graciously offered (https://www.siliconinvestor.com/readmsg.aspx?msgid=5023629) a little prize. jack

To: polarisnh who wrote (49349)	6/29/1998 8:49:00 AM
From: Stimpson J. Cat	Read Replies (2) \| Respond to of 61433

On paper, Cisco & Lucent have broad product lines. But where does the lion's share of revenue come from? For Cisco, its routers. For Lucent, it's phone switches. If those two areas die off, they will suffer a bit. And guess what, those two areas are dying off. Lucent and Ascend are better positioned than Cisco in the sense that they supply telecom companies. Even in Asia where there is supposedly no money, the governments still have to keep the phones working. And these days you have to spend capital to save money. Cisco is heavy in corporate networks. Corporations stop buying in times of trouble no matter what. All this is generalization, but roughly true. Realistically, each of these companies will be making money for a long time.