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

To: gbh who wrote (58979)1/13/1999 9:15:00 AM
From: Kent Rattey  Respond to of 61433
 
<No doubt CSCO will get whacked today. General market, plus LU/ASND, equals CSCO going on sale. I will be a buyer, if the sale is too good to pass up. >

Sold the CSCO last week, but want it back, also (hopefully cheaper). Holding ASND till I'm a LU shareholder. Congrats to the longs.
Kent



To: gbh who wrote (58979)1/13/1999 9:18:00 AM
From: BostonView  Read Replies (1) | Respond to of 61433
 
<<CSCO is still the man among boys in data networking>>

I honestly believe the LU/ASND deal marks a seachange in the industry, and while not doomed by any means, CSCO (the stock) will never be the same. It won't happen overnight, but over the next 18 to 24 months I won't be surprised to see a retraction in the multiple.

BV - off to the bloody banking sector in search of innocent victims


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