Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 200.28

-1.0%

3:59 PM EST

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To: Duke who wrote (27682)	12/11/1997 9:52:00 PM
From: Maverick	Read Replies (7) of 61433

Duke, LU has terminated the OEM agreement w/ BAY. LU bought Livingston for market share and low-end RAS. But ASND's price has become too attractive to pass up. ASND is much more than a RAS co. Plz read my previous posts on the News Only thread. Do you know why NN bought UBS Networks ? for market share, not mainly for its products. Of course, remember how MCI terminated an M&A w/ BT and how AMTX terminated the M&A w/ WSTL ? MCI paid a cash penalty to BT. Likewise, AMTX paid $15MM to WSTL in favor of TI all cash offer. The synergy between LU and ASND is just too great. A M&A could be a an offensive move or defensive move. I guess LU must have come to realize that if it doesn't get ASND, someone else will. This would put LU at a competitive disadvantage. I repeat I just logically guess, not based on any fact at all.

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