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

To: Tim Luke who wrote (47175)	5/19/1998 7:22:00 PM
From: gbh	Read Replies (2) \| Respond to of 61433

WOW could you imagine csco and lu in a bidding war, makes me want to jump back in Tim, better come up with a third company, because neither of these will ever make a bid for ASND. CSCO has complete and total product overlap, except for the 550 ATM switch. Also, don't forget CSCO paid $4B for Stratacom. LU has its own heavy duty core switch, RAS/RAC (Livingston), and now Yurie (SA product line competition). I cannot conceive of LU buying Yurie and Livingston, two ASND competitors along different products lines, and then buying ASND. I think the LU bid for ASND probably already occurred ($30-35) and was rejected. I think we'll have to look elsewhere for a suitor. Of course, as I type this Nick Theo... on CNBC just said ASND is the most likely acquisition of ASND, BAY and Nokia. So we'll just have to wait till October I guess. Gary