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

To: pat mudge who wrote (35850)	2/22/1998 5:06:00 PM
From: Gary Korn	Read Replies (3) \| Respond to of 61433

If ASND makes a bid for CIEN, I'm out of here in a flash. Pat, That's okay. I was just trying -- generally unsuccessfully -- to stir up some debate (on issues other than Iraq). I wonder how many people thought, at the time, that ASND overpaid for CSCC and that it was a bad move. In time, the broadening of ASND's product base that that acquisition brought was critical. I would not have stayed in ASND if all it had was RAS/RAC. I'm not sure if Ciena is the right candidate, or if ASND can develop a DWDM product in its own labs, but I do think that this should be an action item in ASND's product development process. The proper acquisition, in this explosive product category, would make ASND into a company with excellent revenue potential in a very wide range of CLEC and RBOC based products. Moreover, a DWDM entree would play into the consolidation now going on in the industry. (CIEN is criticzed for not being a full-product TELCO provider, ASND is missing some of the products that LU provides to TELCOs.) My bottom line, as long term investor, is that ASND would be better served with a top-grade DWDM entree than without any such capacity. Gary Korn

To: pat mudge who wrote (35850)	2/22/1998 5:53:00 PM
From: Jan Crawley	Read Replies (1) \| Respond to of 61433

Pat: Do you think Cien is a take over candidate? if not by Asnd, by someone else. Love to hear your opinion on the above. Jan

To: pat mudge who wrote (35850)	2/22/1998 7:44:00 PM
From: Gary Korn	Read Replies (1) \| Respond to of 61433

Pat, If there is any question (someone sent me a private message that causes this concern), I hope you know that I think you are a very decent person and an extremely savvy investor. Gary Korn