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Technology Stocks : Ascend Communications (ASND)
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To: Mighty Mizzou who wrote (55124)10/2/1998 6:04:00 PM
From: gfr fan  Read Replies (2) of 61433
 
<< My opinion is absolutley not. LU manufactures and specializes in high end stuff for carriers and large ISP's. This would be like GM buying Yugo (are Yugos still around any more?). What I give ALOT of credence to is Intel snapping up COMS. Now that sounds like a marriage made in heaven. Intel has made no bones about getting into networking in a major way and this seems like the way to go for them. Maybe even Dell buying 3com, but not LU.>>

COMS is going it alone, call them a Yugo, but if they execute on their business plan they should grow earnings faster than any networker in the next year - that's what matters to Wall Street. ASND is a great play on the CSCC stuff, but the MAX and TNT stuff may suffer on behalf of COMS and CSCO on upcoming VOIP, VPN, and cable deals.

Both companies are good buys at these levels. I think FORE is interesting at $11, but mainly as an acquisition target so it is speculative play at best. Long term they don't make it alone, neither does Ctron, NN, etc.

Last thought is that Nortel is not a buy here - I think NT is getting their lunch eaten on the voice side by LU, and that Bay is number three on the network side behind CSCO and COMS. No expertise in the cloud where ASND and CSCO are strong.

Just one man's opinion.
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