DenverTechie,
Thanks for the info on DSLAM's. As I guessed, lack of interoperability makes it hard to decide on a specific company getting a lot of business. Hence, very hard to figure out a way to invest in it. Not unusual in this complicated sector.
On another subject, care to speculate on what Ascend has up it's sleeve? Ascend simply got hammered when the news came out. I think it may be a good move, strategically. Financially, no one knows yet? So why it got hammered is puzzling? Ascend has had problems in the past integrating a company(Cascade) they purchased, but it turned out to be their savior. Maybe the market thinks Ascend is stumbling with this deal.
Would appreciate anyone's learned opinion.
Thanks,
MikeM(From Florida)
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Stratus Computer, Inc.
Stratus makes fault-tolerant servers and software for industries that can't afford any downtime. Its computers feature redundant hardware for reliable operation. Products include the Continuum family of fault-tolerant computers and the Intel-based RADIO Cluster computer for distributing software across networked computers. It also offers electronic commerce software as well as securities and brokerage applications. Stratus's customers include telecommunication companies (which account for more than 50% of sales), banks, brokerage firms, hotels, and airlines.
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NEW YORK, July 31 (Reuters) - Internet access equipment supplier Ascend Communications Inc. is in talks to buy Stratus Computer Inc.SRA , which makes computers used to run phone switching systems, sources familiar with the deal said.
Terms of the deal, which could be finalized over the weekend and announced by Monday, were not available, but the San Jose Mercury reported earlier on Friday that deal would be worth around $800 million in Ascend stock.
The deal would be a strategic coup for Ascend, accelerating its move to develop a new generation of integrated voice and data networks based on Internet standards, analysts said. |
