Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 207.16

-0.9%

2:02 PM EST

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To: Glenn D. Rudolph who wrote (24684)	11/25/1997 9:30:00 PM
From: satish kamat	Read Replies (1) of 61433

Glenn: Compaq earlier bought Tandem Computers which gave them foot in the enterprise-wise server market. However, that is only part of the puzzle. Tandem gave them multi-processor servers which are essential for back-office processing market. Since "network is the computer" CPQ (which is essntially a cash flow machine generating large free cash) may decide that it want to complete the puzzle with a networking gear company. So I wouldn't be surprised if they make a bid for COMS, CS or ASND. CPQ needs a networking gear company as DELL is kicking their UKW. My hypothesis is that the COMS makes a better candidate for their low end networking products connect the individual PCs through the corporate LAN network to enterprise servers. Personally, I never bought COMS but will take position during this tax-selling for its strategic fit with CPQ and IBM. ASND with its WAN portfolio of products is a perfect fit with LU, Nortel, Nokia or Ericson rather than CPQ (I don't mean to knock Gary's work, since I do sincerely believe that ASND will be picked up later this year or early next year by one of these telco equip. makers). Tax-loss selling \asian worries\ product transition has created a fire sell in networking sector which will be over soon. The best way to play it probably is to accumulate ASND, XYLN (below 16), COMS (26-34) at this prices. (I will aslo take NN at 26 and CSCO at 45.) satish kamat

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