Ascend Communications (ASND) Message Board

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Technology Stocks : Ascend Communications (ASND)

ASND 210.74

+2.0%

2:20 PM EST

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To: Tim Luke who wrote (58636)	1/11/1999 11:28:00 AM
From: Mighty Mizzou	Read Replies (2) of 61433

Tim, if this LU/ASND deal is for sure, and it sure looks that way, what do you think about shorting CSCO? I dont see CSCO being able to overcome a combined ASND/LU in any way shape or form, and in light of CSCO's tremendous run up I think this may be a safe bet for mid summer puts when techs are weak. Your thoughts? Also, do you think LU's competition is going to just sit back and let LU pick up ASND without a fight? Would love to see a bidding war, ASND is extremely strategic for telecom equipment providers!

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