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: sepku who wrote (20540)	11/2/1997 7:37:00 PM
From: Sector Investor	Read Replies (1) of 61433

<<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.>> From COMS perspective - Yes. But what about from ASND's perspective? They could acquire THE LEADER in FE/GE in MRVC with almost no overlap. They could acquire VoIP or VoFR from ANET (now depressed) or a similar company for not much cost. This would position ASND with superior technology in far more areas at less cost and with less baggage.

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