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


To: hitesh puri who wrote (51105)7/31/1998 8:20:00 PM
From: Immi  Respond to of 61433
 
Hitesh, the Arris line from Cascade (technology) will be incorporated
in the TNT 2 (if I recall right). Why not just buy the SS7 part only
?. Why not have a partnership?. Why get 2,000+ employees, dilute
earnings, etc when all this could be avoided by a simple partnership.
Why not get accquired by Lucent, why not merge with someone...
Why Why does my 1 year gains disappear in a couple of days???....
Lets see what happens Monday.... I have a vague feeling that this
may reverse itself and ascend may get acquired on Monday.... Rumors
have reversed sometimes. It was a rumor that tellabs would be bought
by CISCO. Tellabs turned around and bought CIENA... Sigh.....

Maybe in your words "from the coms board", if Mory wanted to
stop a takeover by Lucent (by making it unattractive) Petsmart would
have been a good option... Happy 3COMMING with Ascend. I am out of
this stock if it hits my breaken.... Immi



To: hitesh puri who wrote (51105)8/1/1998 9:38:00 AM
From: S. M. SAIFEE  Respond to of 61433
 
Hitesh,

This will eliminate buy out by LU. I think that will be good for ASND, ASND had more to offer to LU than it could gain from LU. After buying (stealing) SRA, ASND will get what it could have gotten from LU. So LU or not ASND will move on independent and more prosperous, one also has to look at valuation of LU. In the long run LU could be headed for some mighty bad correction.