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

To: Roadkill who wrote (57827)	12/4/1998 10:54:00 AM
From: Hagar	Read Replies (1) \| Respond to of 61433

I think it is safe to assume that Cisco would prefer Ascend to stay independent and not be part of Lucent. A possible way to prevent an acquisition is to let Ascend be too expensive. What can Cisco do about it? Some praise, don't announce competitive wins etc. Could Chambers be playing this game to some degree?

To: Roadkill who wrote (57827)	12/4/1998 10:55:00 AM
From: H.A.M.	Respond to of 61433

<<ON SPEAKING CANDIDLY: Cisco Systems Inc. (Nasdaq, CSCO) Chief Executive John Chambers has an unfortunate speech mannerism he ought to consider changing: He likes to sprinkle the word ''candidly'' throughout his stump speech, as in, ''Candidly, the faster this occurs the more it is to Cisco's advantage,'' or ''When you catch a market in transition (as is Cisco's), that is when you have the opportunity to gain market share, or, candidly, lose market share very quickly.'' The habit is worrisome, of course, because one wonders how candid Chambers is being when he doesn't signal it verbally. Interestingly, Chambers was more than candid in an indirect answer to an investor wanting to know if Cisco could become as good as Ascend Communications Inc. (Nasdaq, ASND) at selling equipment to telecommunications carriers, as opposed to Cisco's traditional big-business customers. ''Unfortunately, I think Ascend will continue to be a very good competitor,'' says Chambers, known to make subtle but biting comments about Cisco's foes.>> San Jose Mercury News Friday, December 4, 1998 www5.mercurycenter.com