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Strategies & Market Trends : The Thread Formerly Known as No Rest For The Wicked -- Ignore unavailable to you. Want to Upgrade?

To: Tim Luke who wrote (20149)	3/26/1999 11:46:00 AM
From: Glenn	Read Replies (1) \| Respond to of 90042

Lately I have been all over the board. Fore is just one of them. Looks good. BTW I'm having a lot of fun too. Glenn

To: Tim Luke who wrote (20149)	3/26/1999 11:48:00 AM
From: MARK C.	Read Replies (1) \| Respond to of 90042

These two paragraphs say it all: What's perhaps most interesting, however, are their insights into why the buying spree is occurring. One VC who has thought about this is Mike Orsak, a general partner with Palo Alto-based Worldview. Orsak says that first, the Europeans have recognized the growth of the Internet protocol network -- and the absolute need for having equipment that can run Internet traffic. Second, he points out that acquisitions themselves re-order old relationships, making further mergers more likely. Alcatel, for example, used to buy gear from Ascend Communications, which is being bought by Lucent Technologies. Because Lucent is a competitor, Alcatel began to look to different distributors, like Assured Access. And once it examined the numbers, it decided to acquire Assured rather than make it simply a wealthy supplier.