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

To: Gary Korn who wrote (30216)	1/13/1998 6:28:00 PM
From: Maverick	Read Replies (4) \| Respond to of 61433

I still believe ASND will be bought out for the convergence of voice, data, video, fax is taking place right now. LU is not out of the picture yet as it can do an acq. using pooling of interest in 10/98. The pooling of interest method offers huge tax advantage thereby allowing LU to offer a higher bid than $35. Nortel, LU's archrival won't stand still either. COMS, CPQ are potential suitors. In addition, European & Japanese conglomerates wouldn't want to be left behind either. IMHO, ASND+LU is the most compelling merger as LU already dabbled in LAN, GBE, enterprise arena w/ recent acqs., and in voice w/ Octel acq. and its own. LU also will debut WDM switches this year. LU had their own successful PCS biz too. If LU successfully acquires ASND, it will get closer to achieving the Holy Grail of anytime-anyplace multimedia communication (datacom is a small piece of it). Note that LU has been a long time OEM of ASND and they formed strategic partnership on multimedia enterprise and equipment&services&consulting. Recently, ASND wants to derive more revenue from customer support and consulting service as they have the highest margin.

To: Gary Korn who wrote (30216)	1/13/1998 7:32:00 PM
From: Sector Investor	Read Replies (2) \| Respond to of 61433

<<(Sector Investor never needed the crutch...he seemed to know all along that ASND would turn-around).>> Thanks, Gary. I have three things that I hope are advantages (besides all the analyst reports on many companies), and that is that I watch trends - long term trends, medium term trends and stort-term ones as well. When you do this it helps to "see the forest thru the trees". The second advantage is that I was a CSCC investor before an ASND one, so I have a bit better feel there. The third advantage is over 25 years in data processing and networking, including 15 years as a technical manager in a large corporation. It helps a bit to understand how large companies work.