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

To: Narotham Reddy who wrote (41049)	3/25/1998 4:49:00 PM
From: RobZ	Respond to of 61433

Narotham, Probably unrealistic as heck, but let's make it a three-way bidding war: LU, INTC, CSCO. 50% premium at least, cash or stock deal I don't care.

To: Narotham Reddy who wrote (41049)	3/25/1998 5:04:00 PM
From: polarisnh	Read Replies (1) \| Respond to of 61433

<Both CSCO and LU want ASND's technology in ATM. But I think, ASND fit better into CSCO product portfolio. People said the fair price for ASND would be in the range of 60 to 65. That means CSCO may make a stock swap for ASND on a share per share basis."> I don't believe it. While CSCO might like to keep ASND out of LU's hands it would mean in all practicality that they are throwing away their Stratacom investments wouldn't it? But this will be the only way that would become #1 in this part of the industry in 1998. I have watched them gobble up switch companies like Kalpana, Crescendo (Spelling?) and others that had overlapping product lines before so who knows for sure? Cheers, Steve

To: Narotham Reddy who wrote (41049)	3/25/1998 5:29:00 PM
From: gbh	Read Replies (1) \| Respond to of 61433

Narotham, I hope you just pulled this from the message board and didn't compose it. This is the most ludicrous speculation I could imagine. Remember CSCO paid over $4B for Stratacom a few years back. At the time, Stratacom and Cascade (later swallowed by ASND) went head to head. CSCO picked Stratacom. They also purchased another ATM only company prior to Stratacom called Lightstream for a few hundred million. Its more likely LU would merge with CSCO (and this ain't likely), than CSCO buy yet another ATM company like ASND, IMHO. I mentioned INTC as a possible ASND buyer, also count Alcatel, Ericcson, and any other large telecom equipment provider with a massive market cap, but not LU anymore, again IMHO. "Hi guys, check out CSCO announcement on 3/24. The CEO said CSCO intended to grow in the networking market by acquisition. And heard from the street is, they are targeting ASND before the October time frame in which LU can actually made its move. Both CSCO and LU want ASND's technology in ATM. But I think, ASND fit better into CSCO product portfolio. People said the fair price for ASND would be in the range of 60 to 65. That means CSCO may make a stock swap for ASND on a share per share basis."