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

To: gbh who wrote (58954)	1/13/1999 8:17:00 AM
From: Tim Luke	Read Replies (1) \| Respond to of 61433

lets give mory credit for getting us 90$

To: gbh who wrote (58954)	1/13/1999 8:18:00 AM
From: MARK C.	Respond to of 61433

I liked when he said:' Kenan would be accretive this year and ASND would be neutral this year and accretive next' That is great news.

To: gbh who wrote (58954)	1/13/1999 8:19:00 AM
From: BostonView	Read Replies (3) \| Respond to of 61433

And the deal will be neutral in 1999..."very unusual" for a deal of this size and nature....accretion starts in 2000. We're now looking at the #1 player in this space...wonder if the Cisco Kid's boots feel tighter this morning? BV

To: gbh who wrote (58954)	1/14/1999 1:43:00 AM
From: H.A.M.	Read Replies (2) \| Respond to of 61433

<<McGinn is the man. Frankly, not to sorry to see Mory go. Was never really CEO material IMO.>> At least give the guy some credit for negotiating and winning a great offer that was apparently more than what most ASND shareholders dreamed for. Also, he helped in making ASND that formidable company on the leading edge of technology; why would LU pay that hefty premium if not for that? Many CEOs would kill to achieve a fraction of what ASND achieved with Mory! Fairness is a great virtue. <<McGinn is doing most of the talking. Mory stumbled through a few words as usual. Pretty much the usual merger fluff. Nothing we don't already know. But McGinn is certainly the Chambers type guy that Mory never was.>> If you are referring to his heavy accent or not being as fluent as McGinn and Chambers, it is obviously because English is a second language to him. We do not invest in ASND, LU, or CSCO based on the linguistic skills of their CEOs. Bring me the best English speaker in the world; I will not invest in his company unless it has a sound financial state and great future prospects. We are interested in the CEO's vision and management skills rather than his linguistic abilities. Regards, Hisham