Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 213.41

+1.4%

1:36 PM EST

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To: Gary Korn who wrote (25004)	12/1/1997 10:18:00 AM
From: Inga	Read Replies (3) of 61433

I am curious why you are working so hard on the CPQ/ASND acquisition theory. I hope not to spoil your pipe dream but I have a brother who has been a middle-level manager at Compaq and he told me that ASND acquisition is not very likely since Rosen & Pfeiffer are not interested in non-commodity market. They abandon a lot of specialized research projects (graphics, servers, etc) to use canned commodity hardware to minimize R&D costs (too much vaporware). Acquiring a high-tech non-commodity company may spell disaster from Compaq high-level personnel. This is the Compaq philosophy which works well for them after Rod Canion days. Cheers,

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