ASND earnings predictions anyone? Heck, since Tim is gone (I like his predictions and slug them down with their appropriate rim of salt - delicious), I predict $.27 (.02 over) and very bullish conference call (2H98 sequential growth in teens).
I also believe ASND will be acquired during 1998 for $15-20 premium over the then-current stock price. ASND's WAN dominance, worldwide installed base with premium clients, access to excellent Silicon Valley engineers, and lack of crowded LAN market presence (e.g., BAY, COMS or CS) make for a very clean, strategic acquisition by LU, NT, ALA, INTC, etc. As Web/data growth doubles ever 3 months, telecom equipment suppliers need to quickly gain credibility in the data networking market to have any change of competing with CSCO. IMHO djane |
