Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 209.35

-1.4%

3:59 PM EST

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To: gbh who wrote (45928)	5/3/1998 2:29:00 AM
From: Dennis R. Duke	Read Replies (1) of 61433

<<LU has already decided not to buy ASND. As we all know, Livingston has complete product overlap with ASND's RAC equipment. Yurie now give them an ATM concentrator, which I don't think ASND has (or wants???).>> The SA line which came from the Sahara acquisition, by Cascade who was bought by Ascend, competes directly with the Yurie line of ATM Access Concentrators. I believe in the CC Ascend said these sales were improving. Separate but related thought: Remember from H&Q conference, Mory said he could not understand why Lucent bought Yurie, and Michael pointed out that it gives this industry higher price takeover values. If Bay is in play I wonder what value they might give it? Anybody watch the banks or brokerage houses trade up in value because the other guy just got bought? Dennis

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