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Technology Stocks : Advanced Fibre (AFCI) ** IPO -- Ignore unavailable to you. Want to Upgrade?

To: Clam Clam who wrote (305)	2/3/1998 11:25:00 AM
From: SteveG	Read Replies (2) \| Respond to of 3299

<..Lucent has accounting issues regarding mergers (they can't do a merger without incurring substantial amortization - which is basically accounting non-cash expenses which hurt EPS)..> This seems to change in March, when they will be allowed to make pooling of interest acquisitions. <..Nortel hasn't been an acquirer so that seems unlikely..> They likely WILL be (as ALL telecom need to get into datacom), and are thought to be looking, along with LU, at ASND. <..There are reasons why Cisco might want to buy them and Cisco is so good at mergers I doubt their stock would be punished for a deal there...> It might be a good fit, but CSCO's dominant MO is to buy private/small companies. Fwiw, I think both LU and NT are the more likely suitors.