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

To: ciscosux who wrote (21999)	11/7/1997 7:47:00 PM
From: Harold S.	Read Replies (1) \| Respond to of 61433

Talk about bogging down the thread.

To: ciscosux who wrote (21999)	11/7/1997 7:49:00 PM
From: Captain James T. Kirk	Respond to of 61433

You slowed us down so much with your excess that I am actually 5 mins younger.

To: ciscosux who wrote (21999)	11/7/1997 8:29:00 PM
From: bigpicture	Respond to of 61433

..."I do not think an ASND BAY combo makes sense at all"?! ...would give BAY an imediate WAN presence which they don't have(IMO) ...would give ASND (they have short term issues) presence in the LAN space ...little overlap in actual sellthrough ....new market cap = to the COMS USRX combo While The networking growth sweetspot is currently in the CSCC side of the biz, there will be another major upgrade cycle in the LAN space in the next 5 years, as (this is always the case) we create new apps that continually push bandwidth to the limits... What I'm trying to imply is that a ASND BAY merger would be a great alternative to both companys ultimatly being bought out by the Telacom powerhouses...together they absouloutly could thrive!! ya...ASND sucks...but CSCC will carry them over the next x years as Voice over IP becomes a bigger wall-street boom then the internet...(can you say internet 2?) In summation...BAY's problems stem from the fact that the LAN space is not only not growing very much currently, but issues facing IT people (yuear 2000, lack of standards, NT upgrades...etc.) ASND's problems are that although (IMO) the merger will ultimatly be a major player, they are still weighted down by 60% of biz being in the RAS space....as every vendor enters this space with a competitive solution Other greaat combo's would include (IMO): LU NT INTC IBM CPQ ...anybody elsse recognizing that this is a space in it's infancy.. don't forget their end users ...the ISP's, NSP's, CLEC's, RBOC'S, and the Telco's...In the CSCC space one GRF deployment network wide could equal $200 mill... good luck, you sound smarter than I, (albieght more pompus...:-)