Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 210.50

+0.6%

3:59 PM EST

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To: Gary Korn who wrote (24940)	11/29/1997 10:47:00 AM
From: jach	Read Replies (2) of 61433

<<I'm going to spin my acquisition theory some more here. First, given the timing of the Lutz interview (11/15), I believe that CPQ was deep in talks with ASND. Second, in classifying ASND and CSCC as primary players in a RAS field in which CPQ wants to be "dominant," I think that Lutz was articulating a justification for an impending move by CPQ. (The move will have to be justified to shareholders....this was a sort of trial balloon).>> It's a very slim chance for cpq+asnd in these days of focusing on what one's do best. Companies large and small are shedding off things that are not their core/expertise. And, btw, classifying cscc and asnd as primary players in a RAS field is totally incorrect, whoever if happened to say this does not know the networking mkt at all let alone thinking about competing in this field.

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