Ascend Communications (ASND) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Ascend Communications (ASND)

ASND 205.50

-1.5%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: djane who wrote (51253)	8/3/1998 2:09:00 AM
From: djane	Read Replies (1) of 61433

Analysis of possible LU/COMS combination (via COMS thread) Talk : Communications : 3Com \| Previous \| Next \| Respond \| Earnings \| To: William Wang (20006 ) From: DougHboy Friday, Jul 31 1998 2:02PM ET Reply # of 20068 William, I'm skeptical about a LU/COMS combination. It certainly won't happen before October(?) when LU is allowed to do a "pooling of interests" merger. More importantly, LU is likely scared off by COMS's business model. Just as the Ericsson executive said a few months ago, while COMS has attractive businesses, the NIC and Modem products are too volatile to handle. If Ericsson, which has more synergies with COMS, is scared off by COMS, then why would LU want anything to do with the combo? I suspect that LU will get the pick of the litter: ASND. If there is a feeding frenzy after that, then maybe COMS will get scooped up by Alcatel or Ericsson or some other foreign giant. I think it's more likely that COMS will turn around on its own and go it alone. I am still of the belief that COMS should divest itself of its consumer products--i.e. palm, modems. COMS has huge value broken up. Less value as a whole.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next