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

To: john d who wrote (50812)	7/30/1998 10:01:00 PM
From: The Phoenix	Read Replies (1) \| Respond to of 61433

Well I can't say whether Steve and Yuri get along with Mory or not but they did work with one another at various points in their careers...as did the VP of Marketing Doug Hill, and likely a whole host of others that I can't remember. Of course I have my opinions, but they are just that..my opinions. And since I still have friends at both companies I'd like to keep it that way - if you know what I mean. :) Xylan has some good products..perhaps a little suspect with their outbound marketing. I mean, the mindshare and market presence just doesn't seem to be there...know what I mean?. I do think Xylan is and excellent acquistion target and given their current share price you probably will get your money back and perhaps a few bucks more. Ascend could indeed buy them but I think there my be too much history for comfort I guess. And it is just a guess... In the end you have to ask yourself whether it's worth holding on waiting for that $35-$40 share acquistion or put your money in something else that will get you a similar return in a more predictable period of time. I guess I don't think Xyln will see $40 on thier own. OG