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Technology Stocks : Lucent Technologies (LU) -- Ignore unavailable to you. Want to Upgrade?

To: bill c. who wrote (1082)	12/6/1997 4:06:00 PM
From: Immi	Read Replies (3) \| Respond to of 21876

Bill, Ascend's TNT & Livingston's RAS are geared at different ISP's. Ascend'st TNT is high density aimed at larger ISP's (UUnet), while Livingston's is geared towards mid-range ISP's (mom & pop stores).... Anyway, hence I think that Ascend is still good takeover meat. Now, the main thing is that Ascend has ATM(over wan, the CBX...) and the Frame Relay(BX series) all acquired from Cascade. This bodes well with LU since it does business with the RBOC's, and hence has a market segment ready for Ascend's products. In a broader view telecom/data networking's field's are converging. Hence, it make's sence for LU to acquire Ascend, like it would be for CISCO to acquire some telecom equipement maker. Livingston can still remain under the LU belt and thrive, or break the deal and pay the penalty... Regards, Immi