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Technology Stocks : Ascend Communications (ASND)
ASND 208.57+4.1%3:59 PM EST
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To: bucky89 who wrote (52455)8/21/1998 1:05:00 PM
From: Stimpson J. Cat  Read Replies (2) of 61433
 
You are missing what LU is working on in the wings. They have a 9000/500 type product that they will introduce soon. They are adding multiservice to core ATM. They are working on a high-end router. They are devoting a massive amount of resources to these projects.

But as I said, they lack the quality that ASND has now. Again, they can't buy quality in the long term. Will they spend 15-20 billion for short term gains? It's possible, but not a lock.
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