Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 203.33

+0.5%

12:00 PM EST

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To: djane who wrote (51174)	8/1/1998 2:03:00 PM
From: Clay Takaya	Read Replies (2) of 61433

Here is another angle I've been mulling over this AM. What if the LU agrees that SRA would be a good addition to an LU/ASND/SRA conglomerate? LU can't pool interests yet and doesn't want to shell out the 1 billion in cash to buy. SRA is rumored to be in talks with other acquirers so you have to act fast. Therefore, you have ASND eat SRA and then in October, you eat the combined company. There is going to be a tough digestion period, but now you have the 2 companies by pooling of interest. Does anyone out there see additional synergies between LU and SRA or know of any reason LU may particularly like the idea of buying SRA? I bailed on Fri at 46 1/2 and am trying desperately to think of a good reason to buy back in.

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