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Technology Stocks : Ascend Communications (ASND)

ASND 211.05

-0.7%

3:59 PM EST

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To: djane who wrote (52267)	8/18/1998 12:39:00 PM
From: djane	Read Replies (4) of 61433

CSCO thread discussion of LU, ASND and COMS To: Eric (16094 ) From: Gregory Mullineaux Tuesday, Aug 18 1998 11:03AM ET Reply # of 16099 LU is going to buy COMS or INTC will buy COMS. Greg ______________________________________________________________ To: Gregory Mullineaux (16095 ) From: Gary Tuesday, Aug 18 1998 11:10AM ET Reply # of 16099 I don't think LU would touch COMS. The business model (widget-ware) is not consistent with LU and carriers. Furthermore COMS does nothing to improve LU's position in competing against CSCO in the upcoming covergence wars. No, I suspect ASND (perhaps FORE+XYLN) are the only sound choices for LU to make. JMO Gary (OG) _______________________________________________________________ To: Gary (16096 ) From: Gregory Mullineaux Tuesday, Aug 18 1998 11:19AM ET Reply # of 16099 I hope you are right. I beginning think, LU the stock, is going to be dog until we find out what LU is going to buy. Greg

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