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Technology Stocks : Ascend Communications (ASND)
ASND 205.50-1.5%Dec 5 9:30 AM EST

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To: Chi-X who wrote (15977)10/1/1997 6:09:00 PM
From: Gary Korn   of 61433
 
ASND is a key supplier to
WCOM's UUNet unit. I wonder who they're going to go to when they want to
upgrade MCI...


Chi,

I'm with you on the hope, but I'm not going to count this chicken before it hatches. Too speculative, like merger talk. My concern is that company's are made up of people. People have relationships. The buyer for MCI has a relationship with the supplier. After a takeover, that relationship won't go away. Don't know how long before management intercedes. So, initial buying decisions might not change...later such decisions might. It's nice that a new prospect exists, I certainly agree.

Gary Korn
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