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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here -- Ignore unavailable to you. Want to Upgrade?

To: DenverTechie who wrote (1760)	7/31/1998 5:07:00 PM
From: MikeM54321	Read Replies (1) \| Respond to of 12823

"Ascend may be looking to them for the OSS that will support the next generation broadband IP based networks that will be built. It gives them the support component of the integrated voice/data networks based on IP standards. The hit on the stock could be due to how much they pay (Stratus has been looking for a suitor for a while I understand) and the competitiveness of the OSS market. Or merely that analysts believe that Ascend is venturing into a company that is not in Ascend's core competency range and will have difficulty integrating them and managing an unknown area of technology." DenverTechie, Sounds like a good situation to me. Ascend may be purchasing a company whose stock price has been cut in half fairly recently, where 50% of their revenues come directly from telcos. Not a bad situation for Ascend in my opinion. Not at all. I think the market hammered Ascend only because there is a perception that Lucent won't be interested in purchasing Ascend anymore. So the take over premium has been suddenly blown out of Ascend's stock price. If Lucent doesn't make the same fault tolerant computers Stratus makes, then maybe this won't deter Lucent from still looking at Ascend as a take over candidate. All speculation on my part of course. Not being technically savvy as you, but I'm guessing that Stratus may be a stepping stone for Ascend to offer VoIP products to telcos or those ITSPs. Same as the recent Cisco purchase of Summa Four. Very few people probably knew that Summa Four was to help Cisco in their VoIP strategy. I have a feeling Ascend (if the deal goes through) will place a lot of emphasis on the Stratus purchase also helping them in the VoIP area. Just seems like ASND got hammered to much, and will probably bounce back quickly. IMHO. MikeM(From Florida)