Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 217.34

-1.5%

1:07 PM EST

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To: Sector Investor who wrote (20510)	11/3/1997 12:58:00 AM
From: Ingenious	of 61433

Sector, I agree - COMS and ASND merger would seem to diffuse the already broadening focus of ASND/CSCC. ASND/CSCC combined to generate a best of breed in the ATM and RAS equipments. COMS is playing the commodity market and soon will be eliminated when NICS are motherboard features (note: NiCS used to be cards on UNIX boxes and now they are all integrated). Why would ASND want to get togheter with COMS? COMS does not really compliment ASND since NICS and hubs are more important in a growing inTRAnet and not a growing inTERnet where people are largely dialing in and hitting a remote access device. Further, sales people who sell ASND equipment are not likely to be selling additional workstations and infrastructure for the inTERnet. Instead, sales poeple for ASND will sell bigger pipes to move the data using ATM and more ports to facilitate remote access dial/xDSL. Even if it were partially true, why is coms such a good merger candidate?? anyone??

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