Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Jan Crawley who wrote (40587)	3/23/1998 3:47:00 PM
From: The Phoenix	Read Replies (1) \| Respond to of 61433

Jan, Perhaps it would be more appropriate to address Anindo's questions - or statements than it would be to mention his background. Let's pull ourselves above the level of national politics... Anindo, to address your comments. I agree that there may be other products out there, however FORE is not an ATM WAN switch, and YURI's products are access oriented - CPE.. LU is building thier own products, but it may be more cost effective in the long run to simply buy the market presence via ASND. After all ASND is the only real player out there that LU could reasonably purchase. ASND has a product and has relatively good presense with the domestic RBOC's...and has been making some progress with these switches overseas as well. The only question is, is LU willing to fork over $8B for this company? Perhaps LU would be better off with an ailing company with a product they could build on. GDC comes to mind - Apex switch is old, but could it be turned around? GDC has a market cap of only $120M and has a carrier product and presence... what about NN. They got hammer and have a cap of about $5B. This company has a far broader product line than ASND and has a HUGE installed base worldwide.... Hmmmmmmm, makes you think. As I go through this, thinking out loud, you begin to think that $8B for ASND is probably not a good move given other opportunities out there. Comments? Gary (not Korn)

To: Jan Crawley who wrote (40587)	3/23/1998 3:47:00 PM
From: gerard mangiardi	Respond to of 61433

Anyone notice that over a thousand june 35 calls traded today?

To: Jan Crawley who wrote (40587)	3/23/1998 3:51:00 PM
From: pat mudge	Read Replies (2) \| Respond to of 61433

Jan -- Thanks for keeping the thread honest. Thanks to Frank/NYC, too, for a first class apology. As for all the worrisome remarks about who has what market share, I honestly believe no one company can produce all that's needed in the exploding telecommunications/datacommunications market. I also believe no one company is above making mistakes --- even Cisco. (Note they just bought their second DSL company and those close to the center say they'll have to scuttle the first.) Ascend's strength is in being small enough to be nimble and large enough to have presence. There'll be more than one winner, but even knowing this, every time a contract is announced, there'll be a teeter-totter effect. Pass the Dramamine and buckle up. Cheers! Pat