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

To: James A. Venooker who wrote (54848)	9/30/1998 1:35:00 AM
From: MMW	Read Replies (1) \| Respond to of 61433

Dear James, Regarding your comment on who are the company will remain after the smoke, my sense is LU, NT, and CSCO. LU is a strong company with a very diversified product portfolio and R&D talents. But it has a great deal of legacy carry with them. It is weak on IP technology. CSCO is a young guy with a great management and dominates in data network. NT is the one in between. It has a long history in the telecom and has made a nice product portfolio in the datacom. I have worked both in NT and CSCO before and knew how well those company operates. I believe those three will stay for a quite long time. As for ASND, I think it will shine for a year two. It will be take over by one of three. You seems convinced that LU will take an action right after Oct 1. I hope you right since I have quite stake in it. Cheers! Mike Wu