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

To: The Phoenix who wrote (45942)	5/3/1998 12:53:00 AM
From: Alex Jung	Read Replies (1) \| Respond to of 61433

Gary, I agree with you that at first glimpse, "opportunities for ASND to get bought are drying up." However, the purchases of Livingston and Yurie by LU may be a prelude, background move in order to setup a possible future acquisition of Ascend in much better term or fit. Don't forget that we are dealing with well seasoned, extremely competent LU management here, and I am sure that they are at least several levels above showing a first hand move. This in contrast to many of respondents in this thread who seemed to draw the conclusive statement without considering deeper level consequences. Anyway, I enjoy your in depth discussions about networking technology and hope that you continue on with informing less network centric people like me. aj (ps) "If not LU then it's going to have to be a telecom manufacturer which would be death for ASND in my estimation." --May be, but how would you feel about it if one of the manufacturer turns out to be Motorola? (just my speculation since MOT has been stagnant in many areas and with their experience in telecommunication, semiconductor, and ties with telecom companies, they might look into ASND as a growth foray into data/voice network.)

To: The Phoenix who wrote (45942)	5/3/1998 10:52:00 AM
From: gbh	Respond to of 61433

Gary, see Bucky89's response below re: LU and ASND. Message 4302174 He brings up some solid points about why LU may still like ASND. My closed mind on this issue, has been re-opened, at least a little. If not LU then it's going to have to be a telecom manufacturer which would be death for ASND in my estimation. Certainly might be death to ASND (although I doubt it), but not to ASND shareholders. :) Also, don't leave out INTC or IBM. Both could be looking to expand their networking business into higher margin areas. Also, Big Lou just signed on for 5 more years, and he needs to make a bold move going forward into a new high growth area for Big Blue. Gary