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Technology Stocks : Ascend Communications (ASND)
ASND 208.75+4.2%3:12 PM EST
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To: pass pass who wrote (22159)11/9/1997 9:11:00 AM
From: Gary Korn  Read Replies (1) of 61433
 
PassPass,

Thanks for the John Chambers interview. Vis-a-vis the CPQ-ASND acquisition theory, the operative paragraph seems to be this:

Compaq thinks it may be able to provide end-to-end as well. It's got some networking equipment now. So how will it do? When I see 50% margins, I think that I'm dying. Compaq sees 50% margins and thinks it's died and gone to heaven. So it will come into this business.
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