Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 212.29

-2.2%

Nov 19 3:59 PM EST

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To: Glenn D. Rudolph who wrote (29328)	1/6/1998 11:38:00 AM
From: JR2	Read Replies (3) of 61433

"If NT acquires ASND, SHVA is history" Glenn, I have appreciated much of what you have relayed to me in terms of these particular networking situations. I question the validity of your remark about SHIVA being "history". Nortel has an ongoing relationship with SHIVA that is about to be renewed as we speak, not only that but much of what Nortel does with SHIVA has nothing to do with what Nortel could do with Ascend, ie VPN and Lanrover. NT has relationships with many of Ascends competitors including Cabletron, would these competitors also be history if NT were to buy your obviously favorite stock ASCEND? The only people that are going to be history are the SHVA short sellers. As ussual while the herd was in dumping SHVA at 8 and 9 all the prognasticators were at their most negative opinion of SHIVA. That looks like to me like your typical bottom. By the way why is ASCEND trading at a historical low if they are such a LEADER IN THE NETWORKING FIELD? Technically the perceptions of ASCEND doesn't look any better than SHIVA's chart, despite the fact that ASCEND does 6 times the revenues. Glenn you and I are in the same boat.

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