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 211.05

-0.7%

Dec 1 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: vegetarian who wrote (7864)	8/1/1997 7:37:00 PM
From: Sector Investor	of 61433

<<If ANET's revenue problems are due to demand and poor management why would ASND want to buy it? it could hurt ASND's stock price badly in the short run.>> From the previous post: <<ANET is big into WAN, voice-over FR, and is now getting into high-density, voice-over IP.>> First I should say I know nothing about ANET. However, while we on SI worry about short-term stock price, companies think STRATEGICALLY. The investors on this thread need to think strategically as well. If CSCC's FR sales are really taking off, perhaps they need some of ANET's technology (like the voice-over FR) to satisfy customer's needs. The fact the company is currently in trouble would make no difference (and would be a plus due to lower purchase price). The CSCC merger has gone very well, so it is no barrier to further acquisitions, IMO. We should not dismiss this out of hand, and IF there is something to it, we should trust ASND/CSCC mgt to know what they are doing - EVEN if Wall Street doesn't like it. They didn't like CSCC at first either, but they are also only thinking short term.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next