Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 202.23

-4.2%

Dec 2 3:59 PM EST

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To: satish kamat who wrote (24431)	11/23/1997 4:04:00 PM
From: HEXonX	Read Replies (1) of 61433

>>BTW, steve good to see you back on this board. Will appreciate to know what is ur current thinking on ASND and NN. A friend in LU (b. manager related to ATM) had mentioned last year that these two may be the takeover targets for anyone who want to lead the ISPs and carrier market. he thinks the next big thing is voice over IP, where FR with ATM is the clear winner. hummmm.. let me think: who has gone through the pain of repositioning themselves for this over last year..ooops, not NN.<< Ask your friend at LU this: Is LU dumping NN because of voice over IP and/or is it because NN equipment contracts are too expensive. I think the latter and this will be NN's downfall. -HEX

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