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

To: swrdfsh who wrote (22473)	11/10/1997 8:35:00 PM
From: mark alan rosenberg	Read Replies (1) \| Respond to of 61433

I think the company can build its own fundamental value, from here. It's still digesting Cascade, but the fit is getting better every day. The I-community will look back and acknowledge that it was a good acquisition. It is in the best interest of the company to build its own value first, and down the line talk to potential suitors from a position of strength. I think it is very ployful for ASND to bite the bullet on margins, to up the market share. If they maintain 5-10% growth through the next 2 Q's, they are a winner. Nothing new in technology-been going on for years.

To: swrdfsh who wrote (22473)	11/10/1997 10:02:00 PM
From: Gary Korn	Read Replies (1) \| Respond to of 61433

Swrdfish, An offer would be based on sales, not on ASND's market price on any particular day. (At least, that has been my limited experience). What might lead to problems is a sudden decline in the buyer's stock, because the buyer is paying for the seller's sales with its own stock. I will look for occasions where the seller's offer caused a buyer's stock to double (that would be 100%, not 200%). No one is saying that ASND would fetch 200% over market, or 66/share. Gary Korn