Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Tim Luke who wrote (52406)	8/20/1998 1:03:00 PM
From: djane	Read Replies (1) \| Respond to of 61433

Tim, minimum ASND buyout price is $75/$15B on roughly 200M shares. Market opportunity for the combined companies is hundreds of billions of dollars in next 5-10 years. ASND is a bargain at $75. Bookmark this post and let's refer back to it by mid-10/98 -- a friendly competition. ASND's ace in the hole will be blowout earnings (deferred revenues, new contract build-out, etc.) to be reported in mid-10/98 and very strong earnings in mid-1/99. If LU waits, ASND will just get more and more expensive. LU needs ASND to compete with CSCO -- plain and simple.