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

To: Mighty Mizzou who wrote (57369)	11/20/1998 9:02:00 PM
From: gfr fan	Read Replies (2) \| Respond to of 61433

<<CSCO isnt going to tank but it's stellar growth days are history. GO ASND!!!!!!!!!!!!!!!!!!!! >> Mighty - I'm not so sure on this. I'm long ASND and CSCO and don't see Cisco slowing down. While these ASND wins are impressive, rumours are that CSCO has major announcements coming one after another at most of the big carriers and cable companies - stuff like ATT not buying another switch after year 2000 and going all IP based. I think money can be made in both places, but I also believe that ASND has a takeover premium in the price right now, and if LU does not step forward or goes another direction that we could see a settling out.