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

To: gbh who wrote (49243)	6/24/1998 7:38:00 PM
From: Joseph Colombo	Read Replies (2) \| Respond to of 61433

<<So now what do we have. 1) LU buys Livingston (likely for the PM4 technology, a carrier class competitor of the TNT line). 2) LU buys Yurie (direct competitor of ASND's SA line). 3) LU announces new, next generation IP switch (competitive with the GRF line) 4) ASND announces DWDM collaboration with LU competitor Pirelli. Draw your own conclusion, but mine is that this is not very supportive of a future LU/ASND merger.>> gbh, Good post, and I think you are right. But even if it's not LU, it will be somebody. I don't believe that ASND will be a pure play in 1999. The networking industry is being divided up with every couple of weeks a new merger. Time will tell. Joe