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

To: Pigboy who wrote (50116)	7/16/1998 12:29:00 PM
From: mrclinton	Respond to of 61433

i<< By the way, I don't see a lot of overlap in CSCO + ASND. >>i Heard of Stratacom? +TNT v AS5800 +GRF v GSR12000 +Pipeline v 76X/160X/250X sure no product overlap, Wakey Wakey!

To: Pigboy who wrote (50116)	7/17/1998 12:26:00 AM
From: Jack Whitley	Respond to of 61433

>><< By the way, I don't see a lot of overlap in CSCO + ASND. >> Heard of Stratacom?<< A merged Cisco/Ascend would sell both initially, then Stratacom would gradually go away, or the guts of ASND equipment would slowly start to inhabit "Stratacom" boxes. So you've got Cisco doing enterprise and IP routers, big and small, ASND with ATM/optical core/WAN and strong ISP products and presence. Hmmmm. I'm not saying this merger is the most likely scenario, but it is not outrageously impossible. Actually, I hope someone from Lucent is reading this. jww