Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 210.50

+0.6%

3:59 PM EST

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To: Knighty Tin who wrote (48720)	6/15/1998 1:14:00 PM
From: gbh	Read Replies (1) of 61433

I see the comm suppliers getting into the shopping cart businesses where they offer a lot of product to customers, even if it is only tangentially related. Yes, just about everyone has this view, including me. CSCO calls it one stop shopping. But SFA or GIC, and ASND still makes no sense. Do you really feel ASND will choose to grow through acquisition rather than look to be acquired? The moment I sense this, I may join you on those puts<g>. They will likely get taken out by a much larger player sometime this year. Any purchases they might make I hope will be small, cash only (non-dilutive), buys. Gary

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