Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 209.15

-1.5%

3:59 PM EST

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To: gbh who wrote (47689)	5/28/1998 8:44:00 PM
From: gbh	Read Replies (1) of 61433

Question to the thread regarding possible ASND acquisition by LU: Does anyone still think LU covets ASND given the following facts. 1) LU acquires Yurie for $1B. Total overlap with ASND SA product line. 2) LU acquires Livingston for $470M. Large product overlap with ASND MAX line of RAS/RAC systems. 3) LU develops their own multi-gigabit IP switch/router. Overlaps with a potential future ASND GRF product. My feeling is LU will fill out its WAN ATM switching strategy with an in house developed product in the near future. Also, the weakness in ASND stock the last two days is likely due to the CSCO vaporware announcement (yes, other Gary, vaporware), coupled with this latest LU announcement. I think the market is beginning to discount a possible LU buyout. I think we need another potential suitor. Any ideas? Gary

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