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Technology Stocks : Ascend Communications (ASND)
ASND 216.57+5.9%3:59 PM EST

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To: MMW who wrote (61053)5/15/1999 1:09:00 AM
From: Dee Jay  Read Replies (1) of 61433
 
Mike, depending on the degree of autonomy LU grants the ASND division (the div. it's being folded into), I think they (the ASND div) will go where the money is likely to be generated. Look at how they scoped out the fact that remote access was going to be a limited area (due to increasing competition, etc.) and went after Cascade to shift into ATM, etc.

And Lucent itself has turned out to be something less stodgy than its A T & T parenthood would have suggested and much more entrepreneurial - whoda thunk that would have been the case? I suspect that Lucent is going to be very nimble and very hot; in any case I'm not going to be selling my LU shares any time soon, once the distribution is made.

JMHO.

Dee Jay
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