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

To: JRH who wrote (45351)	4/25/1998 9:29:00 AM
From: gbh	Read Replies (1) \| Respond to of 61433

equipment manufacturer like LU, NT, Alcatel will merge/acquire a major WAN ATM and RAS player Correct me if I am wrong, but I believe Cisco has already partnered with Alcatel. You are correct. But IMO this not that meaningful in todays market place. Remember that Cisco owned a sizable piece of Cascade, then purchased Stratacom. If Alcatel feels ASND product line is superior to Cisco's competing products, and will remain so in the future, I see this as one of the more likely combos. FWIW, I also see an INTC purchase of ASND as a very good fit for an INTC entry into the WAN market. INTC already has a $1B LAN networking business.