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


To: djane who wrote (45897)5/2/1998 12:46:00 PM
From: Sector Investor  Read Replies (1) | Respond to of 61433
 
<<Steve Levy, a former AT&T manager and now an
analyst at Solomon Bros., thinks Lucent is primarily
interested in WAN switches, not the desktop or LAN
products that a company like 3Com would bring to
the table.

Bay is too heavily involved in hubs and routers to
interest Lucent, and it does not need Ascend's data
termination gear now that it owns Livingston,
according to Levy.>>

Interesting comments from a man who should be in the know - except where are all the Livingston contract wins with carriers? ASND says they don't see them much in the carrier space. Go figure!