Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 220.58

+5.0%

Dec 12 3:59 PM EST

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To: Pat Hughes who wrote (57124)	11/12/1998 9:41:00 PM
From: The Phoenix	Read Replies (2) of 61433

Pat, I'd have to agree with Gary (gbh). I think Ashby's comments are a mistake for stockholders and that much of the recent run-up is do to speculation. At the same time I also think that many believe that ASND doesn't have a complete enough story to be one of the "big 4" US vendors...which of course would mean more acquisitions by ASND. This causes me to think back to the SRA purchase and what that did to ASND. In the end I don't see these comments as a positive. It positions ASND against LU, NT, and CSCO with a product portfoloio that has many too many holes in it. OG

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