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Technology Stocks : Ascend Communications (ASND)
ASND 209.02-0.7%Nov 24 3:59 PM EST

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To: thebeach who wrote (31509)1/21/1998 6:07:00 PM
From: Gary Korn  Read Replies (1) of 61433
 
How would ASND and CPQ fit as a tandem? I know there are lots of rumors swirling about CPQ and ASND popped into my head as a possible target,what with the share price being so low.What do you think?

I think the combination would be smart for CPQ. However, I also think that CPQ is too conservative and won't spend the money required. Instead, I think CPQ will make the mistake of buying a small or micro player and try to gain entry through that player.

Given the speed with which this industry moves, and the importance of installed base, I would disagree with such a decision. But I'm not a decision-maker at CPQ.

Gary Korn
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