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Technology Stocks : Ascend Communications (ASND)

ASND 202.23

-4.2%

Dec 2 3:59 PM EST

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To: djane who wrote (46438)	5/10/1998 10:27:00 AM
From: The Phoenix	Read Replies (2) of 61433

Very interesting regarding LU compared to Cisco. Hmmmmmm..maybe I need to a slight readjustment in my thinking. Of course LU business is still telephony (PBX's) which has much slimmer margins..but still if LU succeeds (which they will) in the emerging data/voice convergence wars then they'll be huge. They may indeed deserve a high valuation. OG

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