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

To: Mighty Mizzou who wrote (55124)	10/2/1998 2:55:00 PM
From: Edward J. Edwards, III	Read Replies (1) \| Respond to of 61433

What would closing above the open price suggest from a TA standpoint? Ted

To: Mighty Mizzou who wrote (55124)	10/2/1998 3:07:00 PM
From: gbh	Read Replies (2) \| Respond to of 61433

MM, neither INTC or DELL (especially DELL) will buy COMS. For INTC, too many anti-trust issues with NICs and low end hubs. In networking and graphics, INTC has acquired where it made sense in order to boost the end users need for CPU bandwidth. Their only desire is to keep the market salivating over 450, 500, 550, etc CPUs. This is where their margins are. I can't see them having any desire to go up against CSCO et all in the mid to high end of the enterprise where margins are eroding for all except CSCO.

To: Mighty Mizzou who wrote (55124)	10/2/1998 6:04:00 PM
From: gfr fan	Read Replies (2) \| Respond to of 61433

<< My opinion is absolutley not. LU manufactures and specializes in high end stuff for carriers and large ISP's. This would be like GM buying Yugo (are Yugos still around any more?). What I give ALOT of credence to is Intel snapping up COMS. Now that sounds like a marriage made in heaven. Intel has made no bones about getting into networking in a major way and this seems like the way to go for them. Maybe even Dell buying 3com, but not LU.>> COMS is going it alone, call them a Yugo, but if they execute on their business plan they should grow earnings faster than any networker in the next year - that's what matters to Wall Street. ASND is a great play on the CSCC stuff, but the MAX and TNT stuff may suffer on behalf of COMS and CSCO on upcoming VOIP, VPN, and cable deals. Both companies are good buys at these levels. I think FORE is interesting at $11, but mainly as an acquisition target so it is speculative play at best. Long term they don't make it alone, neither does Ctron, NN, etc. Last thought is that Nortel is not a buy here - I think NT is getting their lunch eaten on the voice side by LU, and that Bay is number three on the network side behind CSCO and COMS. No expertise in the cloud where ASND and CSCO are strong. Just one man's opinion.