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

To: DHB who wrote (60774)	4/13/1999 10:34:00 AM
From: Mighty Mizzou	Read Replies (1) \| Respond to of 61433

One thing I would love to know is it seems like CSCO buys at least one company once a week. How in the heck can a company efficiently integrate all of these companies so quickly? How can they pull all of these companies together into one cohesive unit? Or does CSCO just pick out what they want and throw away the rest? Chambers brags about ASND losing engineers because of LU, well heck, I know what I would be thinking if CSCO bought my company!!! Lost in the shuffle!!! Surely managing all of these little companies has to be somewhat distracting from executing the business plan efficiently. And in data networking one cannot slip up one little bit, especially if they are already 6 to 12 months behind and growing. Im seriously thinking about shorting CSCO over the summer. I dont see how CSCO is going to be able to compete efficiently against LU and NT. GO ASND!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!