Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Ascend Communications (ASND) -- Ignore unavailable to you. Want to Upgrade?

To: djane who wrote (61348)	6/24/1999 2:40:00 PM
From: Dee Jay	Respond to of 61433

in a sense Joe's remark is correct: both companies faced two major questions: what will a merger do for each, and what will happen if they do not merge. Bob Mackin's response was that Ascend would have survived well enough but that consolidation is continuing and in time it would have been hurt. Lucent is notably weak in the Internetworking area, one reason why it bought Livingston, an ASND competitor in the ISP market; since the major growth is going to be in data by a huge margin it has to go there and won't get there from within. But it's synergistic - a win-win for both and Joe Joe Kernan ought to know that. Dee Jay