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

To: Sector Investor who wrote (20510)	11/2/1997 2:04:00 PM
From: Jeff Jordan	Read Replies (1) \| Respond to of 61433

Somebody tell me why This makes MORE sense for ASND than other moves they could make - other than saving Style some commissions <ggg>. Sector, its doable! it makes them bigger! Jeff

To: Sector Investor who wrote (20510)	11/2/1997 2:15:00 PM
From: Gary Korn	Read Replies (2) \| Respond to of 61433

IMO, COMS NEEDS ASND, but ASND does not need COMS. Sector, I'm confused, as usual. I'm talking about COMS taking out ASND, not vice-versa. That being the case, COMS calls should be irrelevant. As for why the deal makes sense, I could post Maverick's post on the issue but you have already read it. Gary Korn

To: Sector Investor who wrote (20510)	11/2/1997 6:50:00 PM
From: sepku	Read Replies (1) \| Respond to of 61433

>>>IMO, COMS NEEDS ASND, but ASND does not need COMS. <<< I usually don't speculate on merger possibilities, but it's interesting to consider this one. When ASND aquired CSCC, inferior overlapping products were discontinued. COMS does not have the goods to compete against CSCO in many of the higher segments of the market, while ASND does. With such a combination, they would be a fully end-to-end networking equip. vendor, just like CSCO -- but with superior technology in far more arenas than CSCO could claim. It would be an interesting proposition. Style Pts.

To: Sector Investor who wrote (20510)	11/3/1997 12:58:00 AM
From: Ingenious	Respond to of 61433

Sector, I agree - COMS and ASND merger would seem to diffuse the already broadening focus of ASND/CSCC. ASND/CSCC combined to generate a best of breed in the ATM and RAS equipments. COMS is playing the commodity market and soon will be eliminated when NICS are motherboard features (note: NiCS used to be cards on UNIX boxes and now they are all integrated). Why would ASND want to get togheter with COMS? COMS does not really compliment ASND since NICS and hubs are more important in a growing inTRAnet and not a growing inTERnet where people are largely dialing in and hitting a remote access device. Further, sales people who sell ASND equipment are not likely to be selling additional workstations and infrastructure for the inTERnet. Instead, sales poeple for ASND will sell bigger pipes to move the data using ATM and more ports to facilitate remote access dial/xDSL. Even if it were partially true, why is coms such a good merger candidate?? anyone??