Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 196.81

-4.9%

Dec 9 3:59 PM EST

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To: Mark Duper who wrote (60203)	3/2/1999 12:26:00 AM
From: Techplayer	of 61433

Mark, I realize that you are not touting this as a problem for LU/ASND. Several of these companies are in my neck of the woods. they have good engineers (Sonus and Castle have a number of ex-Cascade/Ascend employees). What cramer does not mention is that LU's acquisition of ASND gives them a productline that does compete directly with the space that Castle is pursuing. ASND's acquisition of Stratus gives them the direct IP and ATM to SS7 architecture. Of note is that Siemen's purchased Argon Networks a week ago and has openly stated that they are in the hunt for 2 more here. Likely targets could be Castle, Sonus, Redstone or Xedia. Out on the SONET ring is Omnia, in the optical space are Sycamore, Quantumbridge and Astralpoint and for cable infrastructure there is Broadband access systems.... It is likely that a number of these will be added as future components to CSCO/LU/ERICY/Siemens etc. In keeping with recent tradition, it is not likely that these companies will spell trouble for a LU or CSCO but will be assimilated. Just an opinion. Regards, Brian

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