Ascend Communications (ASND) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Ascend Communications (ASND)

ASND 208.59

+4.1%

Dec 4 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: gbh who wrote (49243)	6/24/1998 7:38:00 PM
From: Joseph Colombo	Read Replies (2) of 61433

<<So now what do we have. 1) LU buys Livingston (likely for the PM4 technology, a carrier class competitor of the TNT line). 2) LU buys Yurie (direct competitor of ASND's SA line). 3) LU announces new, next generation IP switch (competitive with the GRF line) 4) ASND announces DWDM collaboration with LU competitor Pirelli. Draw your own conclusion, but mine is that this is not very supportive of a future LU/ASND merger.>> gbh, Good post, and I think you are right. But even if it's not LU, it will be somebody. I don't believe that ASND will be a pure play in 1999. The networking industry is being divided up with every couple of weeks a new merger. Time will tell. Joe

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next