Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 200.28

-1.0%

Dec 3 3:59 PM EST

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To: Dave von Hausen who wrote (49343)	6/29/1998 7:51:00 AM
From: polarisnh	Read Replies (2) of 61433

Dave, The most important thing that Lucent and Cisco have over Ascend is a diverse product line. Ascend is great at what it does but its product line only covers a small segment of the market. If one or more parts of this market have a hiccup similar to what Ascend experienced last year their earnings would probably take a thumping and their share price would most likely get knocked down again. I am not saying this going to happen or not but that is a problem when your niche is fairly narrow. Lucent and Cisco offer fairly diverse solutions in a wide range of technologies. Even though their prices are extremely bloated they have an ability to smooth over product short falls much better than Ascend can. All in all, I feel the best way for Ascend to become a permanent fixture is to merge with a major telecom player like Lucent, Ericsson, Alcatel, Nokia, Siemens, etc. Cheers, Steve

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