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

To: Jack Whitley who wrote (54626)	9/23/1998 10:09:00 PM
From: Clare	Respond to of 61433

It's so quiet on this thread, I was almost tempted to by COMS and join the party over there! You're absolutely right about ASND operating from strength rather than weakness. Frankly ASND doesn't need to get bought out, and therefore Mory should hold out for a high price. But in all likelihood, FORE or NN are easier takeovers for LU because they are smaller than ASND, and there is less overlap. FORE+NN give LU both carrier class ATM switches as well as enterprise class ATM switches (without the RAS). And you can roughly get both FORE and NN for less than the price of ASND.