SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Ascend Communications (ASND)
ASND 208.59+4.1%3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: djane who wrote (51832)8/8/1998 12:37:00 AM
From: Bindusagar Reddy  Read Replies (1) of 61433
 
Djane, excellent analysis of another bonehead analyst who just came out of school, can not tell the difference between a Switch and a Router.
I am confident Mory will execute this one perfectly. Three reasons for it.

1. It is closer to Cascade headquarters.
2. They know what they want to do from the beginning. (Game plan).
3. They have found a young executive Bruce Sachs, who can help with the process.
4. They have proven that they can handle a merger of nearly equal size across the country and shown to be successful. (Which Mr. Chambers never even attempted). Keeps babbling Mergers fail, mergers fail and mergers fail. All he does is acquire small companies and the garbage companies and introduce vaporware.)

Wall street will see that ASND is a winner once they show that they can integrate this one well. Money flows out of CSCO, next year when year 2000 spending by fortune 500 companies slow their network spending especially LAN switching and commodity products. They will be severely behind in TELCO market, TELCO spending may not affected by th 2000 issue as much, since the demand of traffic will increase exponentially.

I still think they can do it themselves if they can execute. Big and small is relative with time.
Small boats can become big, Big ones can become small in one year. The effect is magnified by Wallstreet. Same analysts and fund managers suddenly find a new Darling and they won't remember what they said 6 months ago.

BR
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News