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

To: The Phoenix who wrote (45475)	4/27/1998 2:16:00 PM
From: gbh	Read Replies (1) \| Respond to of 61433

Question though: why would only a "CSCO-guy" make such a statement?" Well, you know that this was said tongue-in-cheek. But I challenge you to find one ASND shareholder on this thread who likes this combo. I for one, and am not sure who takes who in the merger. So most likely, shares of both companies go south. What do you think, from a shareholder perspective? Do you think this merger makes you money?

To: The Phoenix who wrote (45475)	4/27/1998 2:26:00 PM
From: bucky89	Read Replies (2) \| Respond to of 61433

Gary, I too am shaking my head at this idea (ASND/BAY merger), and agree that only a "CSCO-guy" would make such a suggestion. ASND has enviable gross margins of 63% and greater. Why would they want to bring themselves down with Bay who is just scraping by in a commodity market segments of networking? I think the ASND management has better things to do than to wallow in the mud that 3Com and Bay are in. This leaves ASND in the un-enviable position of being a niche player in a quickly converging market. If ATM is going to be squeezed out in this converging market, then why is QWEST going to be deploying ATM even though they will have an OC-192 backbone? This is the network of the future, but they are still sticking with ATM--why? Bucky89