Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 205.50

-1.5%

Dec 5 9:30 AM EST

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To: Tim Luke who wrote (32562)	1/30/1998 12:11:00 PM
From: The Phoenix	Read Replies (2) of 61433

Tim, Your message made me laugh. Thanks....I needed that this morning. As for ASND/CSCO/LU... I think that one does get a bit into antitrust issues but who knows. I simply think that ASND and CSCO have too many overlapping products for a CSCO aqusition to make sense. Cisco is already top heavy on the ATM switches and is making great strides in the RAS market. I'm not sure that buying ASND to become #1 in RAS makes sense. Now there was a comment on the thread that CSCO could by ASND as a defensive mechanism to keep LU from making the purchase - THAT was interesting and is probably worth another look. Gary BTW: Glad I could take the heat off you.... it was not my intention. ASND Bulls however are tenacious - even more than us CSCO bulls!

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