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

To: Matt Meagh who wrote (54070)	9/11/1998 7:25:00 AM
From: gbh	Respond to of 61433

Matt, I'm by no means convinced that LU or ERICY is going to buy ASND. But just because the public is unaware of a bid, doesn't mean one hasn't occurred. Perhaps an ERICY bid was rejected by ASND. Re: LU, we will all find out soon enough if they truly ASND.

To: Matt Meagh who wrote (54070)	9/11/1998 8:00:00 AM
From: Tech Bull	Read Replies (1) \| Respond to of 61433

Matt, As an ASND stockholder, I wouldn't want ASND to play until they fully understood LU's hand/offer. All things are on hold until October, then let's consider the best offer vs remaining independent.

To: Matt Meagh who wrote (54070)	9/11/1998 3:33:00 PM
From: James A. Venooker	Respond to of 61433

Dear Matt, The reason that reason that no company has "stepped to the plate" to bid for ASND is really quite simple. Because the market is so incredibly volatile (today being a perfect example), this has kept many company's on the sideline. The recent surfacing of CSCO making a play for ASND, may be a direct answer to your question as well. CSCO may be saying, ASND is in play, LU is the major player, but can't move until Oct., can we steal ASND? CSCO is the only company with the resources and nerve to "step to the plate" however if they did, it would greatly undermine the company's previous attempts to compete with ASND via the company's previous acquisitions. In essence, for CSCO to bid for ASND, they would be admitting defeat and inferiority to ASND's products. Sort of a double edge sword, don't you think? I hope I have shed some light on your question, as it is strictly my opinion. Good Luck, Jamie

To: Matt Meagh who wrote (54070)	9/11/1998 11:22:00 PM
From: Jack Whitley	Respond to of 61433

<<I'm not saying that ASND would not be a good fit for LU or ERICY, or others, just questioning why all of LU's competitors are waiting till LU has more cards in their hand. I'm sure there are lots of possible reasons, any convincing ones?>> If your NOK, ERICY, CSCO or whoever, why go to the trouble and expense to throw your weak-ass bid out there in Aug or Sept when Jaws is swimming in the vicinity. I think they are waiting for LU to show their hand (or to see if LU is in fact interested), then make a decision about what to do. This may be especially true in terms of CSCO. jww