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: Gary Korn who wrote (20481)	11/2/1997 11:35:00 AM
From: Larry J.	Read Replies (2) of 61433

Gary, It seems as though most of the recent mergers within the networking industry have not been all that positive for the participants (and shareholders). The uncertainty swirling around the tactical issues of combining two or more cultures seems to really put a drag on the share prices of both. Look @ COMS/USRX, SYNOPTICS/WELLFLEET (BAY), ASND/CSCC, and ALANTEC/FORE. ASND is still in the process of assimilating CSCC, and I think a merger here w COMS/USRX/ after the initial "shot in the arm" would result in mass confusion over the short to intermediate term. I would prefer to give time a chance and let ASND/CSCC exploit the opportunities before them as is. I'd much prefer ASND's share price to rise on fundamentals rather than on rumor and speculation. You'd think that ASND was on the verge of bankruptcy, not just coming off a lousy quarter with the constant talk of a need for a buyout to improve their / our fortunes. For my .02, I say stay independent. Have a good day. Larry

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