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

To: Pat Hughes who wrote (54790)	9/28/1998 1:26:00 PM
From: dav	Read Replies (1) \| Respond to of 61433

What is the price range for ASND if LU is to buy ASND ? $50 cash + one share of LU stock for every ASND share ? too good to be true ? DAV

To: Pat Hughes who wrote (54790)	9/29/1998 2:55:00 AM
From: jach	Read Replies (1) \| Respond to of 61433

FORE at the top rating for LU buy list based on the following analysis --------------------------------------------------------------------- using the ten acquisition value factors weighing against the cost base; Each factor is 1 to 10 where 10 being the highest value factor; FORE, ASND, COMS and added CSCO as a sanity check .............................FORE ASND COMS CSCO Enterprise Data Mkt 8 6 9 10 SP/Carrier Mkt 6 9 7 8 Retaining talent 8 6 6 6 Synergy 8 6 6 8 Mkt Share 6 9 7 10 Existing product line 7 9 7 8 Future product line 8 8 7 9 Overlap 8 7 7 6 Adaptability 9 7 6 6 Near term/Long term wins 7 8 6 8 ========================================== -------- total ---------- 75 75 68 79 Cost is taken out based on 1 point per 1B$ current mkt valuation: FORE 75 - 2 = 73 ASND 75 - 9.5 = 64.5 COMS 68 - 11.5 = 56.5 CSCO 79 - 103 = -24 Based on this analysis, IMO, the list is as follows: FORE (73) is the most likely candidate of these four and CSCO very likely will not happen (-24)