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

To: djane who wrote (46662)	5/12/1998 1:45:00 PM
From: djane	Read Replies (1) \| Respond to of 61433

BAY thread discussion of LU acquisition of ASND vs. BAY To: Pravin Kamdar (5731 ) From: Ishmael Tuesday, May 12 1998 12:51PM ET Reply # of 5746 IMHO I agree with you Pravin. I think Ascend is a much better choice. It gets Lucent into the service provider space with frame relay and mid-sized ATM. Right now Lucent has next to nothing in those spaces except for the MX1000(Carrier Edge)switch which may or may not be shipping. (Note the Globeview is a Carrier core switch) The Gigabit Ethernet overlap bothers me too. Why would LU buy Prominet only to turn around and buy BAY which comes with Accelar. Other than routing, there's really no technology that LU could get from BAY that it couldn't get by a series of smaller acquisitions. In the case of ASND though, you've got bigger deals, longer sales cycles and reputation and relationships mean more. So you've got ASND with a fairly proven set of products with a good installed base and a decent future ahead. This would allow LU to hit the ground running. If it turns out to be BAY, LU just hits the ground. That is to say, BAY is a fixer upper and I don't think that's the case with ASND. Of course that means that LU would pay a heavy premium for ASND, but coming from a company that paid a Billion in cash for an edge mux vendor, I'd expect nothing less. As a BAY shareholder I hope LU buys us, but as a LU shareholder, I hope it's ASND. Enjoy