Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 206.29

+3.2%

3:59 PM EST

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To: Gary Korn who wrote (30216)	1/13/1998 6:28:00 PM
From: Maverick	Read Replies (4) of 61433

I still believe ASND will be bought out for the convergence of voice, data, video, fax is taking place right now. LU is not out of the picture yet as it can do an acq. using pooling of interest in 10/98. The pooling of interest method offers huge tax advantage thereby allowing LU to offer a higher bid than $35. Nortel, LU's archrival won't stand still either. COMS, CPQ are potential suitors. In addition, European & Japanese conglomerates wouldn't want to be left behind either. IMHO, ASND+LU is the most compelling merger as LU already dabbled in LAN, GBE, enterprise arena w/ recent acqs., and in voice w/ Octel acq. and its own. LU also will debut WDM switches this year. LU had their own successful PCS biz too. If LU successfully acquires ASND, it will get closer to achieving the Holy Grail of anytime-anyplace multimedia communication (datacom is a small piece of it). Note that LU has been a long time OEM of ASND and they formed strategic partnership on multimedia enterprise and equipment&services&consulting. Recently, ASND wants to derive more revenue from customer support and consulting service as they have the highest margin.

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