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

To: djane who wrote (51174)	8/1/1998 1:06:00 PM
From: Immi	Read Replies (1) \| Respond to of 61433

boston.com

To: djane who wrote (51174)	8/1/1998 1:09:00 PM
From: Jan Crawley	Read Replies (1) \| Respond to of 61433

Wow, the original gang (OG) is back. Talk about liquidity sitting on the sidelines. The quality of analysis by everyone (Gary (OG), Gary (Korn), Gary (gbh), Bindasugar, Sector Investor, a few Yahoo threadsters, etc.) has been quite excellent over the last couple days. A couple comments and idle speculations. 10. After the 30-day wash rule, momentum boys and nervous nellies can rebuy their shares on 9/1/98 for the upleg to the 10/1/98 LU due date and mid-10/98ASND earnings acceleration. Maybe the 7/31/98 sell-off was exaggerated by the desire to avoid holding ASND during August (always a dangerous period) and to rebuy in Sept? Hi djane, Super analysis, I am impressed. I may be able to clarify one of your comments regarding the 30-day wash rule. As far as I know that the 30-days wash-rule governs only "losses" not "gains"; therefore those MO boys and nervous nellies can repurchase their shares without any tax considerations. Also, by the way, I was the one who went all the way to a "traders thread" to get Gary K. back to the Asnd thread. Now I know where he is at, I will go get him again in a New york second!! Nice weekend everyone!!! Jan

To: djane who wrote (51174)	8/1/1998 1:10:00 PM
From: Jack Colton	Read Replies (1) \| Respond to of 61433

djane, Thanks for a great post. I think you are right on, and funny too. I was beginning to think it was old farts day also, here on the ASND thread. It seems that the only people missing are Pete(eom), CJ, Daniel W. Koehler, Glenn D. Rudolph, blankmind, FUZFO and Pat Mudge. jack

To: djane who wrote (51174)	8/1/1998 2:03:00 PM
From: Clay Takaya	Read Replies (2) \| Respond to of 61433

Here is another angle I've been mulling over this AM. What if the LU agrees that SRA would be a good addition to an LU/ASND/SRA conglomerate? LU can't pool interests yet and doesn't want to shell out the 1 billion in cash to buy. SRA is rumored to be in talks with other acquirers so you have to act fast. Therefore, you have ASND eat SRA and then in October, you eat the combined company. There is going to be a tough digestion period, but now you have the 2 companies by pooling of interest. Does anyone out there see additional synergies between LU and SRA or know of any reason LU may particularly like the idea of buying SRA? I bailed on Fri at 46 1/2 and am trying desperately to think of a good reason to buy back in.

To: djane who wrote (51174)	8/2/1998 11:41:00 AM
From: Howard Hayes	Respond to of 61433

djane- Point number 9 raises an interesting question. Many high tech companies these days not only buy for IP (intellectual property). They buy companies for their people as well. Given the high demand for good engineering talent and the lack of them, maybe there's more here than meets the eye. Does anyone have any idea what percentage of SRA's 2500 employees fall into this catagory?

To: djane who wrote (51174)	8/2/1998 2:38:00 PM
From: TheWalrus	Respond to of 61433

regarding the question of personnel integration: if asnd and sra equipment are generally installed side by side in the same locations, it seems that there are tremendous synergies to be gained in terms of service/maintenance. instead of one asnd and one sra employee servicing a location, there could be only one after the acquisition. this would translate into lower field office expenses as well. not to mention the savings in corporate headquarters overhead (human resources, finance, etc.) this is analogous to the cost savings that has driven merger/acquisitions in the banking industry where overlapping branches in the same markets have been closed and head office functions downsized. i also agree with others that have speculated that asnd would sell off parts of sra after the alleged purchase. (just some caffeine inspired ramblings from an asnd newbie)

To: djane who wrote (51174)	8/2/1998 9:04:00 PM
From: DHB	Read Replies (1) \| Respond to of 61433

djane, My thoughts exactly concerning Paul Johnson and Joel (H&Q). Seems that BARS has at least commented positively, 1 down 1 to go. So if any threadsters can come up with comments from H&Q it would be appreciated. In my isolated world these two have the most insight as to real world application of the tech world. I here about Kurlack, but never read anything applicable to ASND. Read the SJM post before market thanks, I just didn't see the need to bail (trade) I hope that it is not a sign of attatchment but what I believe to be grounded belief that the engineering backround of Mory has a greater vision than most give him credit for, as well as some new team members- Kennard- Ashby etc.. for some guidance and implementation. I also believe that (OG) has voiced some comments that are valid on how cheap this might really be. Keep up the good work and congrats on the nimble moves. DHB