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

To: Tim Luke who wrote (57965)	12/7/1998 9:07:00 PM
From: Matt Quigley	Respond to of 61433

Tim, yes today it's hard to see it. LU will be thinking about what happens in the next 2 to 7 years out. Do they want Crisco to get them or NT, no. I'm sure LU is looking out months form now. 15 bill is nothing when you look down the road.

To: Tim Luke who wrote (57965)	12/7/1998 9:10:00 PM
From: William F. Wager, Jr.	Read Replies (1) \| Respond to of 61433

To quote Mory, "Anything can happen..." <eom>

To: Tim Luke who wrote (57965)	12/8/1998 12:41:00 AM
From: Chuzzlewit	Read Replies (1) \| Respond to of 61433

Tim, LU won't pay a dime. If the merger takes place it will be with a stock swap and pooling of interest accounting, not cash. TTFN, CTC

To: Tim Luke who wrote (57965)	12/8/1998 7:54:00 AM
From: ALAN	Respond to of 61433

No prediction about acquisition, but think of the following: LU at 100 with 1.31b shares o/s and est. next year earnings at 2.49 ASND with 217m shares o/s and est next year earnings at 1.65 An acq. at the following levels would result in combined EPS, calculated based on the above, as follows: $70 $2.48 $75 $2.46 $80 $2.44 None of these amounts are totally out of the ballpark. In addition, ASND earnings should increase greater than the above amount from leveraging off of LU customers and reduction of overlapping costs.