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Technology Stocks : Ascend Communications (ASND)
ASND 205.50-1.5%Dec 5 9:30 AM EST

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To: Taby who wrote (51530)8/4/1998 10:24:00 AM
From: Peter Y. Hsing  Read Replies (2) of 61433
 
ASND just doing LU's bidding...

Not all that familiar with SS7, but what are people's thoughts on the possibility that ASND is acquiring SRA b/c LU cannot yet do a pooling? Would LU want SRA's SS7 technology? That might explain why ASND/SRA is not a tight fit. LU acquiring ASND is almost a foregone conclusion, so maybe ASND essentially becomes LU's vehicle for acquisition prior to the formal link-up in October. It wouldn't necessarily surprise me if the ASND/SRA acquisition was really a move to cement an LU/SRA/ASND deal.

If so, the question then becomes: What other companies does LU want, i.e., who's ASND going to acquire next (using de facto LU stock)?
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