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

To: FUZFO who wrote (48531)	6/10/1998 10:23:00 PM
From: Kent Rattey	Read Replies (1) \| Respond to of 61433

What would Cramer like Roth to say? "We want Bay and Ascend, but only after every Tom, Jim and Harry have driven the stock price to Pluto." ?????? Kent

To: FUZFO who wrote (48531)	6/11/1998 3:44:00 AM
From: bucky89	Read Replies (4) \| Respond to of 61433

Nortel CEO noted that company may buy a number of small networking firms, as smaller companies are easier to integrate (Cisco model)... Does this eliminate Bay?... Also suggested that firm wasn't interested in adding company with strong ATM presence... Would suggest that FORE and Ascend are unlikely candidates... You know, I've been listening curiously to all this talk about Nortel buying Ascend, and I don't think it makes much sense. Nortel is already pretty strong in ATM, and has just about the same ATM strategy as Ascend. There would be a lot of redundancy between Ascend and Nortel. In fact, I think they view each other as primary competitors in the carrier ATM core switching market, now that Cisco has dropped out. Lucent is the one that really needs Ascend. Lucent does not have a multi-service ATM switch. They will need it, if they want to play in data networking. bucky89