Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 210.50

+0.6%

3:59 PM EST

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To: sam who wrote (51390)	8/3/1998 12:24:00 PM
From: Joseph Colombo	Read Replies (1) of 61433

<<Why wouldn't LU love the deal? They get two companies for LESS than the price of one.>> sam, At first blush, I didn't like this thing at all. Now I see opportunity. The computers and programs that Stratus brings to the party, are not PC's. I believe they are Telco routing related. I also believe that they handle about 70% of the US traffic (don't quote me). That being the case ASND will be a player in a part of the existing voice network. At this point you either back the management, or move on. Joe

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