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Technology Stocks : Ascend Communications (ASND)
ASND 205.43-3.1%1:06 PM EST

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To: djane who wrote (51929)8/11/1998 5:10:00 PM
From: The Phoenix  Read Replies (2) of 61433
 
djane,

I'm not sure LU NEEDs to have Silicon Valley presence...and anyway remember ASND is in Alameda - not Silicon Valley at all and more "valleyites" would rather NOT work in Alameda...unless they're coming from the east bay - like Pleasanton or Walnut Creek. Anyone have another view?

NT has succeeded up to now without bay area presence - I'm not sure how much BAY will help them.

DELL and MSFT have done well without it.

Anyway, I think LU's decision will be made on technology and how it addressed planned target markets. I think the fact that ASND is in the bay area is of little importance. Remember many bay area companies are locating facilities outside of the area to get talent...the talent here in San Jose is hard to find.

Just one man's opinion....

Gary (OG)
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