Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 204.21

-2.3%

10:34 AM EST

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To: 4-UR-Eyes-Only who wrote (24838)	11/27/1997 11:35:00 AM
From: swrdfsh	Read Replies (1) of 61433

Bingo! ASND is no where near being acquired. The more I read this thread the more I am convinced of it. The main reasons are the ones I posted earlier #24705. Management won't/shouldn't accept an offer below $45 or $50. No one in their right mind is going to buy this company for twice the market cap! Product lines are important, but it's far more important to successfully merge cultures! You can change products easier than you can change people. Too many on this thread don't get it and are blindly ignoring this factor. Cisco has done so well by growing with acquisitions because they place a very high priority on cultural integration. If you could rank the networkers according to how easily their management could be integrated into a larger entity, ASND would be at or near the bottom! When you add in the market cap obstical which 4-Eyes points out. . . forget it. There are a lot of things that will have to fall into place perfectly before anyone is going to consider this dog. That's why 6 months is the absolute earliest. I'm now beginning to believe it's gonna be more like 12 months. By then several of the IBM,CPQ,& LU's will have made their moves. A year from now the landscape will be very different, just as it was a year ago. You'll have to wait 6-9 months before enough of the fog clears and you can begin to make a halfass-intellegent guess as to who the players might be. Also keep in mind that statistically it's more likely that ASND remains independent for the next 3-5 years. By then it should have worked through the current problems and we'll all be disinterested in any merger. We'll be flying to the annual meeting in our private jets and laughing about all that crazy talk back in 1997. You see. I am an optimist about ASND. I am not optimistic about a merger anytime soon. swrdfsh

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