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Technology Stocks : Ascend Communications (ASND)
ASND 208.59+4.1%Dec 4 3:59 PM EST

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To: gbh who wrote (51053)7/31/1998 3:51:00 PM
From: djane   of 61433
 
Gary, I've read that
-the GRF on hold
-SA hasn't been a big focus for ASND
-Livingston product is more low-end
-it's very difficult to displace ASND products in carriers/ISPs due to training need and familiarity.

I continue to believe that LU/ASND form a very strong strategic fit which LU needs to take on CSCO, NT/BAY and European telecom equipment supplies (Siemens, ALA, ERICY) in the new data- not voice-centric world.
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