Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: gbh who wrote (55149)	10/2/1998 6:15:00 PM
From: gfr fan	Read Replies (1) \| Respond to of 61433

<<LU needs to win in the carrier space (data, not voice) before they can even attempt to fight CSCO in the enterprise area. If LU falters in the area they know best (carriers), CSCO will takeover this space too. Buying ASND gives them the data networking edge (both technology, and customer list) they need to fend off the ever stretching CSCO. And the carriers area is where everyone sees the major growth over the next few years.>> This makes the most sense, but LU's track record so far is smaller companies that they meld in, and some of these buys are questionable - Yuri systems for $1B? - then ASND should be worth $70 a share. LU should buy ASND or another big player, however they're headed for 20 different sets of interfaces, product divisions, etc. Tough to be a true networker with this type of lack of integration with what is headed for a cludged together product portfolio. ASND could change this for them, but then LU just wasted $1B cash on Yurie.