Ascend Communications (ASND) Message Board

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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: Julian Chen who wrote (40487)	3/22/1998 11:31:00 AM
From: jach	of 61433

<<best candidate is to merge with CSCO. A CSCO/LU combination will be a dream team>> LU revenue is around four times of csco. mkt cap is about the same. LU operating margin ~ 16% CSCO operating margin ~ 33% (from recent qtrs) shares outstanding about the same after LU splits. Price probably about the same after LU splits. So, turn-on the dream machine - after merged - shares will double revenue will increase by 25% (~11B) operating margin will be 20% , an increase of 4% operating income ~ 2.2B, an increase of ~55% becasue shares doubling, the eps drops almost 50% and LU price will reflect accordingly, probably will drop almost half. --- bad dream

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