Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 206.52

-1.2%

Nov 25 3:59 PM EST

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To: Captain James T. Kirk who wrote (24565)	11/24/1997 9:02:00 PM
From: David Lawrence	Read Replies (3) of 61433

>>IBM is accumulating, reason unknown. IBM planning on entering ISP market... Sorry, but IBM is already a huge ISP (IBM.NET), which is standardized on US Robotics Total Control hubs. They have over 500 domestic POPs running x2, and over 900 POPs worldwide. Insofar as IBM.COM being a buyer, it seem odd that they would have an interest in taking out Ascend after just having inked a major switching equipment joint marketing deal with 3Com. I dare say that if someone is indeed accumulating, it's not IBM. Further, if anyone is in talks to acquire Ascend, they could not be a buyer due to insider trading laws. I agree that a buyout is likely, and still place Lucent as the most likely suspect.

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