Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 208.59

+4.1%

3:59 PM EST

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To: Steve Morytko who wrote (55501)	10/7/1998 11:52:00 PM
From: gbh	of 61433

Steve, don't overplay the culture aspect. The piece of ASND that LU covets is the Cascade ATM/frame switching piece, and this is all on the east coast in Mass. I do, however, believe the product overlap that has resulted from recent LU acquistions must be somewhat troubling for Mory and his team. But if ASND's RAC, ATM concentrator, and IP products are truly superior, which I think they are, then Mory has nothing to worry about. If he chooses to stay on, it would likely be as the Executive VP of all of data networking, and he could do what he wants with the rest of the troops. Gary

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