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

To: Narotham Reddy who wrote (46232)5/8/1998 4:52:00 AM
From: djane  Read Replies (3) | Respond to of 61433
 
Yeah, it's been a little much lately. I'm probably burning people out. I wonder if anyone really reads them like I do. But, the Vegas conference has produced a ton of fascinating tidbits. Still trying to sort it all out and discern the theme. The LU/ASND theme keeps reappearing in different forms. It will be fascinating to see what happens to ASND's share price in 9/98 in anticipation if no acquisition occurs before then. 2 more posts and I'm out of here for tonight. djane



To: Narotham Reddy who wrote (46232)5/8/1998 5:04:00 AM
From: djane  Read Replies (1) | Respond to of 61433
 
LU Adds Advanced Switching Features to Networking Products

bloomberg.com

[For some reason, I can't copy this article. This gist is that LU will ship next month a Layer 3 switch card for the P550 router and, thus, won't resell BAY products. Is this more evidence that LU isn't interested in BAY and is more interested in ASND?] djane


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