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To: Susan Saline who wrote (17424)	11/23/1998 11:51:00 AM
From: tom pope	Respond to of 53068

Looking at the price action and the money flows, it seems that the market is saying that the deal has better implications for SUNW than AOL or NSCP. Another interesting tidbit - Someone reported on the NN and ASND threads yesterday that LU was on the restricted list at ML, which might indicate that the "who is LU gonna buy?" logjam may be about to break. The most usually mentioned suspect has been ASND. Interesting that ASND is flat today while NN, CIEN and COMS are all strong. Later edit - disclosure - I own COMS, NN and CIEN, but not ASND