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Strategies & Market Trends : Point and Figure Charting -- Ignore unavailable to you. Want to Upgrade?

To: Judy who wrote (11741)	12/20/1998 11:17:00 AM
From: The Phoenix	Read Replies (1) \| Respond to of 34810

I think COMS and ASND both are great plays. ASND has a very strong product line, good presence with domestic carriers and for these reasons should be a good target for a ERICY or an ALA...perhaps even SIEMENS. Still, even if they are not purchased they have so much more room to grow. They're not in enterprise and they've only started marketing well to the international market. COMS is another good play. They however are a low margin operation. Many are speculating that LU will buy them but I think this would be a bad move for LU. I think LU needs help getting into European markets and will seek a European vendor for acquistion. There are many to choose from - even the datacom arm of SIEMENS is in play. To be honest I haven't looked at the fundamentals of the two companies recently but my sense is that COMS is trading at a lower multiple than ASND so there may be a quicker return on COMS. Good luck OG