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

To: Gary Korn who wrote (24818)	11/27/1997 2:15:00 AM
From: blankmind	Read Replies (1) \| Respond to of 61433

If you were CPQ and could cherry pick either ASND or COMS but not both, which of the two entities would you prefer to acquire, and why? - gary i do not know what the general interst of the thread in discussing this idea, but first some general facts on both companies: asnd value 5 billion 3com value 12 billion

To: Gary Korn who wrote (24818)	11/27/1997 2:21:00 AM
From: blankmind	Respond to of 61433

ascend vs 3com - which do you purchase? i took the product lists from each company. asnd lists each product also, so do not be misled by that, roll the subs into one categorie. 3com products Broadband Access - atm and ti/ei inverse multiplexors - growing Desktop Modems Enterprise Remote Access Enterprise Routers Hubs - commodity Network Interface Cards Network Management Notebook PC Cards PalmPilot Organizers - outstanding and growing Remote Access Concentrators Service & Support Small/Branch Office Systems Switches Telephony Terminal Servers Videoconferencing ascend products MAX Product Family MAX Family At-a-Glance MAX 200Plus MAX 1800 MAX 2000 MAX 2012 and MAX 2024 MAX 4000 MAX 4002 and MAX 4004 MAX 4048 and MAX 4060 MAX TNT Software Options: Intragy IntragyAccess MAXLink Pro MAXDial Selectools Hardware Options: Series56 Digital Modem module Multiband Product Family Multiband Family At-a-Glance Multiband Plus Multiband VSX BRI Multiband VSX T1 Multiband RPM Multiband MAX Core Switching Product Family Core Switching Family At-a-Glance GX 550 CBX 500 STDX Frame Relay Switches GRF IP Switch Broadband Access IP Navigator Services Product Family Ascend Advantage Pak Services Ascend Advantage Services Network Management Family Navis Family At-a-Glance NavisAccess NavisCore NavisXtend Advanced Applications Pipeline Product Family Pipeline Family At-a-Glance Pipeline 15 Pipeline 25-Px Pipeline 25-Fx Pipeline 50 Pipeline 50 LS56 Pipeline 75 Pipeline 85 Pipeline 130 Pipeline 220 Pipeline 400 T1 Software Options: Java-Based Pipeline Configurator and Pipeline Companion CD-ROM MultiDSL Product Family MultiDSL Family At-a-Glance IDSL SDSL RADSL DSLTNT NetWarp Product Family NetWarp Family At-a-Glance NetWarp 128 NetWarp Pro SecureConnect Family Secure Access Family At-a-Glance Ascend Access Control Secure Access Firewall Secure Access Manager Secure Access Version 2.0

To: Gary Korn who wrote (24818)	11/27/1997 2:31:00 AM
From: blankmind	Respond to of 61433

3com or ascend which to purchase? why 3com 3com offers a more concetrated offering of products that integrate the pc into the enterprise. this would be a logical choice for cpq to want coms because cpq is very familiar already with these products and would be easier to assimilate into the current cpq offerings. with coms other offerings cpq could then grow into other internet markets. when you look at how well 3coms and cpq product lines intertwine, but not overlap, this would be the ideal fit.

To: Gary Korn who wrote (24818)	11/27/1997 2:40:00 AM
From: blankmind	Respond to of 61433

3com or ascend which to purchase? why asnd if cpq wants to move into entirely new area, the internet, that would be a fit with asnd. asnd would offer cpq an entirely new areas in which to apply its market acumen and brand name. now cpq would not be in familiar territory and asnd would cause not just a merger, but cpq to rethink so much of its business plan, with all new areas that do not directly integrate into the pc. you are now looking at products which are further removed in the chain from the pc.

To: Gary Korn who wrote (24818)	11/27/1997 2:47:00 AM
From: blankmind	Respond to of 61433

3com or ascend which to purchase? why cpq won't purchase coms cpq can not purchase coms because then the same pc companies that currently purchase 3com products (ie modems, nics, pc cards) would no longer purchase them and go elsewhere because cpq would be the supplier and also offer them in their own product.

To: Gary Korn who wrote (24818)	11/27/1997 3:02:00 AM
From: blankmind	Read Replies (2) \| Respond to of 61433

3com or ascend which to purchase? why cpq might purchase asnd pc's future as currently viewed is tied to the internet and nt just a lan. the largest growth is not in lans but the internet. asnd is a internet play. if cpq wants to continue to grow at current rates and greater, they must be able to have a piece of the internet market. pc's have low margins, internet products possess high margins and high growth. cpq understands how to make money on low margins, and would apply this to asnd in re-forming the company. if cpq buys one, which is very speculative, it would be asnd. the biggest obstacle is csco, who dominates and has name recognition. cpq can compete in name recognition and quality. csco is a 55 billion dollar company (valuation), this is where cpq wants to attack. asnd figures into the fastest growth area, and cpq can continue to use its desktop dominance to help brand itself to the internet.