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Technology Stocks : Ascend Communications (ASND)
ASND 235.39+2.9%Jan 23 9:30 AM EST

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To: bucky89 who wrote (45334)4/24/1998 8:06:00 PM
From: polarisnh  Read Replies (2) of 61433
 
Bucky89,

I couldn't agree with you more! I feel that if Cisco is caught taking a nap the new leader will integrate voice, video, and data into a seamless product that will blow the competition away. That is why I feel that a combination of a major telecom equipment manufacturer like LU, NT, Alcatel will merge/acquire a major WAN ATM and RAS player like Ascend or Newbridge and combine their services with a major LAN ATM player like FORE, and then look to complete their offerings with a major LAN switching player like Bay, Xylan, Cabletron, or 3Com.

It is through a combination like this that the 800lb. gorilla might be tamed.

Cheers,

Steve
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