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: Bindusagar Reddy who wrote (57058)	11/12/1998 1:11:00 AM
From: Immi	Read Replies (2) \| Respond to of 61433

merril's comments on ascend. merril has put out a new report on ascend. In a nutshell it expects the sept quarter to be strong. Check out the report at its website, it is free but you have to register. Joe bellace write up yesterday. Very good for ascend. regards Immi.

To: Bindusagar Reddy who wrote (57058)	11/12/1998 2:05:00 AM
From: Norman Fogelsong	Respond to of 61433

Given that a majority of LU's revenues today are still in the voice communications space, it's interesting that when asked to comment on rumors about potential acquisitions, the first business space which Russo listed was data networking. Maybe they are serious about challenging Cisco. At least data networking has mindshare back at corporate.

To: Bindusagar Reddy who wrote (57058)	11/12/1998 5:31:00 AM
From: Pigboy	Respond to of 61433

<< RUSSO: We are very focused on growing globally and growing faster than the market. >> Only one way to keep this up over the next few years. Acquisition on proven leaders. << RUSSO: You are absolutely right about an, not necessarily a shift of focus, but an expansion of our focus. Our vision of communications network is really much broader than just voice or data. It has to do with wired networks and wireless networks and optical networks and software and services and we believe that Lucent plays like no one else. >> LU plays optical networks like no one else? Where are all those optical networks?? ;-) LU is a leader today, no doubt. Will they be a leader in 5 years from now? That is the question one should be asking now and that only has a few plausible answers. pigboy