Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 210.50

+0.5%

Nov 21 9:30 AM EST

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To: The Phoenix who wrote (45475)	4/27/1998 2:26:00 PM
From: bucky89	Read Replies (2) of 61433

Gary, I too am shaking my head at this idea (ASND/BAY merger), and agree that only a "CSCO-guy" would make such a suggestion. ASND has enviable gross margins of 63% and greater. Why would they want to bring themselves down with Bay who is just scraping by in a commodity market segments of networking? I think the ASND management has better things to do than to wallow in the mud that 3Com and Bay are in. This leaves ASND in the un-enviable position of being a niche player in a quickly converging market. If ATM is going to be squeezed out in this converging market, then why is QWEST going to be deploying ATM even though they will have an OC-192 backbone? This is the network of the future, but they are still sticking with ATM--why? Bucky89

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