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

To: JGoren who wrote (51159)	8/1/1998 10:40:00 AM
From: Kenneth E. Phillipps	Respond to of 61433

This week, investors will be waiting to hear from Ascend as to how the acquisition of Stratus will enhance its competitive position with Cisco, Nortel/Bay, and Lucent. This article discusses the various products offered by vendors to carriers and ISPs to facilitate the transfer of packetized traffic between the circuit switched telephone network and the packet switched networks based on the H323 standard. techweb.com

To: JGoren who wrote (51159)	8/1/1998 12:15:00 PM
From: The Phoenix	Respond to of 61433

Jgoren, I agree with everything you said. Furthermore I think that some of that put action and the $7 decline was a reaction to what occurred during the last merger -with CSCC. That is, everyone seems to expect the same problems from a $800 takeover to a $4B merger...again notwithstanding some anal-ysts views of the fit. As I see there is only one problem - overhead/employees. And, I said at least twice before if (big IF), during the announcement Mory announces a restructuring and an early retirement package to cut overhead...well then....that, I believe, will address many of the pundits and the stock will recover nicely...assuming a reasonably stable market. OG