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

To: Terry Audette who wrote (47445)	5/23/1998 2:00:00 AM
From: Bindusagar Reddy	Respond to of 61433

(NTT revenues fell but ISDN services and leased circuits grew. This might be positive sign that data telecommunications may not slow even in Japan.) Total parent revenues from NTT's telephone services fell 7.2% to 4.454 trillion yen. The losses from the rate cut were made up partly by revenue growth from the company's leased circuit services and ISDN services.

To: Terry Audette who wrote (47445)	5/23/1998 2:37:00 AM
From: djane	Respond to of 61433

Terry, thanks for your note. I'm sure ASND has their eye on any number of start-ups. XYLN is the only larger public company which I've seen linked to ASND. I'm still convinced that LU really wants ASND's technology, Silicon Valley talent and worldwide installed base in premium carriers/ISPs. With the looming data/voice/video convergence and $30B cash/stock available to LU on 10/1/98, I don't think ASND's market cap would be a barrier to LU's long-term strategy in any way. djane

To: Terry Audette who wrote (47445)	5/23/1998 5:56:00 PM
From: pat mudge	Read Replies (1) \| Respond to of 61433

ASND's market cap is getting large enough that I am beginning to think a buyout might be out of the question and if this is the case ASND would need to buy to reach critical mass. Any thoughts as to what they might be interested in picking up? Terry -- I see your reasoning, but I was also at the meeting and in conversation with one of the VPs, we discussed mergers and acquisitions and the probabilities of the large companies being bought out. His response indicated there was a chance we'd see lots of activity and considering the size of recent bank mergers, anything was possible. Ascend is far from the largest in the sector and is far from exempt. From what I'm hearing, the networkers know the telecom giants are in a buying mood and they also know it'll be hard to stand alone if the mergers proceed as rumored. If everyone has a date to the Prom, you don't want to be the odd man out. As someone recently said, it's not about products as much as about capital and industry clout. As for who will dance with whom, it's anyone's guess. Later -- Pat

To: Terry Audette who wrote (47445)	5/25/1998 1:47:00 AM
From: Dennis R. Duke	Read Replies (1) \| Respond to of 61433

The hint that was given by Mory was that ASND will be buying some missing pieces of technology that it does not have now. I too have the same question about whom or whoms that could be. The indication I heard from a different company source was up to four technologies were being sought by ASND. We are talking about ASND as the buyer, not the buyee. Anyone got any guesses on whom the targets are? I don't know and would like to get some ideas. Thanks, Dennis