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Technology Stocks : Ascend Communications (ASND)
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To: Sector Investor who wrote (20510)11/2/1997 6:50:00 PM
From: sepku  Read Replies (1) of 61433
 
>>>IMO, COMS NEEDS ASND, but ASND does not need COMS. <<<

I usually don't speculate on merger possibilities, but it's interesting to consider this one. When ASND aquired CSCC, inferior overlapping products were discontinued. COMS does not have the goods to compete against CSCO in many of the higher segments of the market, while ASND does. With such a combination, they would be a fully end-to-end networking equip. vendor, just like CSCO -- but with superior technology in far more arenas than CSCO could claim. It would be an interesting proposition.

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