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

To: Gary Korn who wrote (35802)	2/22/1998 11:43:00 AM
From: Glenn D. Rudolph	Read Replies (1) \| Respond to of 61433

I'll help get the last 200 going, because I'm going to start a debate. Of course, the sad and unfortunate thing is that I won't get 36,000, or even 35,900, because someone else will. Good luck! I will be gone for awhile. Later thread<G> Glenn

To: Gary Korn who wrote (35802)	2/22/1998 11:51:00 AM
From: Jeff Jordan	Respond to of 61433

I think that ASND -- which is big in electrical switching -- should acquire CIEN -- which is big in optical transmitting (and, ultimately, switching). ASND should not do this if it plans to be acquired by LU (which has its own vaporware optical product). Gary, Are you smoking that stuff again?<vbg> Remember CPQ? Lu has a great switch...5ess I think taking your '98 Ascend profits and buying LU,NT,T is a safe long term strategy! Jeff

To: Gary Korn who wrote (35802)	2/22/1998 4:32:00 PM
From: pat mudge	Read Replies (4) \| Respond to of 61433

With an acquisition of CIEN, ASND would cement its relationship with WCOM as a full service supplier (WCOM already purchases from CIEN) and would further cement a new relationship with ATT (an early funder of CIEN). And what happens if LU gets the WCOM contracts after ASND's tied at the hip to CIEN? If ASND makes a bid for CIEN, I'm out of here in a flash. Just my novice take. Pat

To: Gary Korn who wrote (35802)	2/22/1998 6:28:00 PM
From: blankmind	Read Replies (2) \| Respond to of 61433

gary, i have the utmost respect for you, (anytime you see this beginning, you know nothing good follows). 5.4 billion at 6% = 324 million a year why not put that 5.4 billion in a cd at 6% and make twice as much (324 mil in cd vs 160 mil income from cien) with no risk? i know if i had 5.4 billion i would not purchase cien, the wife would shoot me. i would by the yankees and pocket the difference.

To: Gary Korn who wrote (35802)	2/23/1998 1:27:00 AM
From: Ronald D. Stange	Read Replies (1) \| Respond to of 61433

Gary: Keep the debate going? on the ASND/CIEN merge (it past thru my mind). I think the fit is financially difficult (but it didn't stop WCOM) but strategically desirable. OTOH, I believe LU will announce the purchase of ASND in the Jul/Aug time frame. Always conjecturing, Ron