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

To: Jack Colton who wrote (59070)	1/13/1999 3:49:00 PM
From: Jerry Catalfo	Read Replies (3) \| Respond to of 61433

Why isn't ASND trading at $85 now?? Since LU is at $103

To: Jack Colton who wrote (59070)	1/14/1999 1:37:00 AM
From: Bindusagar Reddy	Read Replies (1) \| Respond to of 61433

Jack, I reviewed some research reports and came to few conclusions. 1. ASND/LU integration will be smoother than most people think (especially CSCO. ) few reasons. They were working together in several projects and contracts together. THeir prior relationship was much better than with anyother networking company. Example, LU discontinued Globeview 2000 switch and has been marketing GX550 for a while. 2. Early indications are that ASND key engineers and sales people are optimistic and are willing to integrate with LU and make it succesful. CSCO is hoping and praying that this will not work, but I am so sure of smooth integration that CSCO is in deep trouble in 1999 and beyond. It is CSCO who might loose key people is LUCEND picks up MOMENTUN winning the major deals. 3. Another lead from one of the houses was that LU won a big ATM deal with SBC ( currently not ASND customer). example of potential synergies. LU can market their rest of the broadband technologies to the LARGE ISP Customers of ASND, PSINET, Earthlink etc and international carriers especially NTT, DT, FT and so on. 4. CSCO can do the end-end bullshit for enterprises but not carriers. LUCEND can do END_END with optical networking, DWDM, billing systems and network management and most importantly RELIABLE network of the future. Watch out CSCO here comes the LUCEND train. BR