SI
SI
discoversearch

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 205.50-1.5%Dec 5 3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Gary Korn who wrote (20461)11/2/1997 7:45:00 PM
From: Bobo  Read Replies (1) of 61433
 
To all discussing the positives of an COMS/ ASND merger. You are smoking some funny stuff because this is not the answer for either company. This would one a detrimental move by both parties. Cisco mgt would be giddy to see it. Review the following.

- Already the two existing mergers ASND/CSCC and COMS/USRX are half digested. A further merger would only complicate and disenchant employees and create an organizational mess.

- Huge product overlap in RAS would exist. One of the remote acess lines would have to be nuked or a nasty product integration process would be required. Either would only cause customer confusion and reinforce Cisco as the only choice for those not already there.

- Huge sales force overlap in the ISP market would exist. Ascend and 3com currently call on the same base of ISP's so half of this portion of the sales force would be axed.

- Synergy between corp and ISP solutions would not be nearly as compelling since 3com does not have the Cisco's IP dominance in the corporate market.

I could go on but I will spare the hot air. The merger would only allow Cisco to gain a year or two of momentum. IMO both Ascend and 3com have a far better chance of delivering in their respective areas and being more nimble the Cisco that will deliver everything to all markets...BTW, pass me that bong, it must be good stuff.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News