Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 201.08

+2.6%

3:59 PM EST

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To: H.A.M. who wrote (54113)	9/13/1998 3:38:00 PM
From: djane	Read Replies (5) of 61433

It's nice to see everyone else finally come to the conclusion that LU buying ASND is a no-brainer. Strong strategic fit, worldwide carrier/ISP focus where CSCO and NT/BAY are weakest, and Silicon Valley presence for LU. COMS is the only other possibility, but their low-end, commodity product focus and substantial product overlap isn't attractive to LU in their quest to become the preeminent global telecom equipment supplier.

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