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

To: bucky89 who wrote (45478)	4/27/1998 2:53:00 PM
From: polarisnh	Respond to of 61433

Bucky89, An ASND/BAY merger would signal a definite SELL for me. I'm sorry in spite of what some people think BAY still hasn't gotten their act together. ASND could find a much better dance partner than BAY. Cheers, Steve

To: bucky89 who wrote (45478)	4/27/1998 3:57:00 PM
From: The Phoenix	Read Replies (1) \| Respond to of 61433

Bucky.. First, I will respond to your earlier post..just haven't the time right now. Re: ATM being squeezed out..no, I don't believe I said this. I think what I said was that ASND will have a narrow product line among competitors that are far more broadly positioned. ASND, selling only ATM/FR backbone equipment versus LU, NT, NN, and CSCO selling a broad array of networking equipment in a converging world will make ASND's life a bit more difficult. To protect against this I think (JMO) that ASND would do well to fill out their product line a bit more. I agree with your assessment of BAY, but they are dealing from weakness and therefore must compete on price leading to margin preasure. OG