Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 207.68

-0.7%

10:26 AM EST

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To: djane who wrote (47459)	5/24/1998 1:00:00 AM
From: djane	Read Replies (2) of 61433

Yahoo thread discussion about LU/ASND price messages.yahoo.com@m2.yahoo.com <- Previous Next -> Message 15405 of 15445 Reply lc bucky89 May 21 1998 2:47PM EDT Hi Len, You wrote: >>Do you really see 75-80?I know because of your past financial experience that you realize 75 is 15 billion .I assume(dangerous word) that you feel that LU is paying a big premium for the account base,backorders,stable personnel and technology.Have i missed something or is it that Mory won't sell without the big extra premium?<< Is ASND worth $15B? Probably not today, but perhaps in a few years. Is LU worth $95B? Definitely not, especially considering they have no established presence in datacom. Is a combined ASND/LU worth $110B? Well, quite possibly... LU's current stock price is really whacked out. With a market cap of $95B, they're worth more than HP ($65B). That's pretty outrageous when you think their primary products are voice TDM switching products, which will be obsolete in five years. IMHO, LU will not be able to maintain their current stock price without Ascend. I'm really serious about this. Just about every networking industry analyst acknowledges voice switches will be eventually replaced by data switches in the coming era of convergence. When this happens, LU will be a lone battleship in an era of cruise missiles, unless they have acquired a major datacom equipment provider. LU will do best to use their whacked-out stock price to pay a whacked-out sum of money for the best datacom equipment maker available. Outside of Cisco, I think that clearly is Ascend. I'm convinced it's only a matter of time before this happens. bucky89 ASND: Quote \| Profile \| Research This Is a Reply to: Msg 15398 by lc View Replies to this Message <- Previous Next -> Message 15405 of 15445 Reply Terms and Conditions Yahoo! is a trademark of Yahoo! Inc. Copyright c 1994-98 Yahoo! All Rights Reserved.

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