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

To: Henryk Kramek who wrote (51407)	8/3/1998 12:57:00 PM
From: gbh	Read Replies (1) \| Respond to of 61433

Henryk, Don't think I would be buying CSCO today although I love the company. They announce earnings after the close tomorrow, and I expect good earnings, in line with expectations, maybe a penny higher. This should lead to a small selloff, just as other big techs with good earnigns have sold off after recent earnings releases.

To: Henryk Kramek who wrote (51407)	8/3/1998 2:18:00 PM
From: Jon Cave	Read Replies (2) \| Respond to of 61433

I am just an average investor, but I think that ASND has a chance to do better than CISCO. Size does matter. I think that it is easier for ASND with a market cap of 10 bill to increase their mkt cap than it is for CSCO with 100 billion mkt cap. I sold my CSCO today hoping that I might buy it back a little cheaper in a few days. CSCO will make or miss their earnings by a penny or two. I think that ASND has got the right product mix and better technology in the WAN market then CSCO. I hope that the positive news from CISCO will change the markets attitude and hopefully pull ASND back up to the upper 40's.