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: gbh who wrote (51399)	8/3/1998 12:38:00 PM
From: sam	of 61433

What ASND gets for 800 mil (the telecom business) is worth a lot more to ASND than 800 mil. So whatever ASND gets for the sale of the rest is pure gravy. But, you're right: There's uncertainty in the air. And with the CSCC integration "problems" lingering, many investors have been spooked. Plus, the market -- in general -- is weak. But, IMHO, from a purely 'technology' point of view -- this deal was/is wonderful for ASND. Of course, I can (and sometimes do) change my opinion on a dime. FWIW, I don't own much ASND and actually hope it goes a lot lower -- so I can establish a large position before October 1.

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