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

To: bucky89 who wrote (52455)	8/21/1998 1:05:00 PM
From: Stimpson J. Cat	Read Replies (2) \| Respond to of 61433

You are missing what LU is working on in the wings. They have a 9000/500 type product that they will introduce soon. They are adding multiservice to core ATM. They are working on a high-end router. They are devoting a massive amount of resources to these projects. But as I said, they lack the quality that ASND has now. Again, they can't buy quality in the long term. Will they spend 15-20 billion for short term gains? It's possible, but not a lock.

To: bucky89 who wrote (52455)	8/23/1998 2:50:00 AM
From: Clare	Read Replies (1) \| Respond to of 61433

Bucky89: What do you think of the following? LU needs ASND and whether the integration turns out good or not, LU will make an offer for ASND. Without ASND, LU doesn't stand a chance. With ASND, they still might screw up. However ASND holders shouldn't care, unless they intend to hold LU stock after the merger. Meanwhile, ASND can't stand alone. So an offer will be made. Now the question is, should ASND holders sell as soon as an offer is made, or hold for the deal? Will LU stock go up or down after an offer is made.