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

To: Jeff Jordan who wrote (25975)	12/4/1997 11:58:00 PM
From: Clare	Read Replies (3) \| Respond to of 61433

Jeff, I'm not counting CPQ or INTC out of this bidding war yet! Just because LU and NT are considered best fit, doesn't mean that other more enterprise oriented companies might not want to make the leap to end-to-end. Right now, nobody has the product mix that Cisco has and the high margins that Cisco has. Therefore low margine companies like CPQ may eagerly salivate at the prospect of Cisco-like margins. Whereas LU and NT know that Cisco will corner voice/data integrated networks if they don't make a move. Voice switches are like dinosaur mainframes, and voice calls do not make the best usage of bandwidth, being connection oriented. IP telephony / multimedia, streaming whatever, is going to be big. And whomever can provide the guns and butter to the like of Worldcom, AT&T, RBOCs, ILEC, ISPs will profit greatly. That is why all eyes are on Ascend with it's portfolio of ip-switches, ras, frame-relay, atm, dial concentrators, dslam, videoconferencing, firewalls, etc. The great growth area is not in LANs, not in NICs, not in the edge, but frankly in the Internet and the Virtual Private Networks that link groups of people together from across the Internet. Hence your "LAN" will be the Internet. Ascend, IMHO is the prize. Of course Cisco is too, but Nortel and Lucent can't swallow an elephant!

To: Jeff Jordan who wrote (25975)	12/5/1997 12:42:00 AM
From: blankmind	Read Replies (1) \| Respond to of 61433

I wonder who was buying all those 25K blocks a few weeks ago? They obviously gave up and dumped....that is a curious chapter in Gary's book... jeff jordan jeff what makes you think they dumped? if you followed gary's posting, suddenly the big accumulation stopped. i proposed at the time, that when the suitor is about to come out, we shall see the big block trades again. gary can explain again the rule of filing after so many days after acquiring x% of the company. i believe gary mentioned 10 days after going over 5 or 10% the company would need to file with the sec, but in those 10 days after going over the 5 or 10%, they can acquire as much as they please.