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

To: sepku who wrote (20453)	11/1/1997 11:45:00 PM
From: Gary Korn	Read Replies (1) \| Respond to of 61433

I think its 35% ASND and 31% COMS, for total of 66%. But regarding the DOJ stepping in...I have my doubts as well. CSCO, after all, holds 80% of the router/hubs market. ASND/COMS will be a non-issue vis-a-vis DOJ. There once was a time when it almost might have been an issue (1970s to early 1980s). But those days (and attorneys' fees) are long, long gone. Gary Korn

To: sepku who wrote (20453)	11/2/1997 8:04:00 AM
From: Glenn D. Rudolph	Read Replies (1) \| Respond to of 61433

I think its 35% ASND and 31% COMS, for total of 66%. But regarding the DOJ stepping in...I have my doubts as well. CSCO, after all, holds 80% of the router/hubs market. Style, Those are accurate figures for this yearly quarter 1 and 2. However, some market share was lost by both in quarter three to BAY and CSCO. The "survey" by Dell'Oro is not quite complete for that time frame. We agree on the DOJ regardless. Glenn

To: sepku who wrote (20453)	11/2/1997 1:08:00 PM
From: Roadkill	Read Replies (2) \| Respond to of 61433

>>But regarding the DOJ stepping in. . . I have my doubts as well. CSCO, after all, holds 80% of the router/hubs market.<< Style, I think we should distinguish the quasi-monopolies of CSCO, MSFT and INTC, each of which was built by that company, from a quasi-monopoly created by a merger. The rumored merger of COMS/ASND, the two industry heavy-hitters in RAS, would likely draw more DOJ scrutiny simply because it is easier for the DOJ to derail a proposed merger (check out the Staples debacle) than attack a company that built its own monopoly. For evidence of the latter point, look no further than the DOJ's impotent probes of both INTC and MSFT several years back. I expect the DOJ's current probes of INTC and MSFT will have equally bland results. This just encourages the DOJ to step in at the merger stage. All IMHO, of course.