Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: John Meares who wrote (60804)	4/15/1999 12:30:00 AM
From: Mighty Mizzou	Read Replies (1) \| Respond to of 61433

First of all, I think ASND and LU will merge April 22nd.<g> May at the latest. Both are anxious to get this over with and get on with the future. When is the shareholders meeting? Second, there is no way of possibly guesstimating the price. But I think it would be an odds on (speculation) that appreciable gains could indeed materialize within that timeframe. LU will fair much better without a tag along. Although they say to ignore the acquiree's technical valuations, I tend to disagree. The Internet has invited an increasing number of ignorant investors and this further hampers their ability to discern the validity of this information, in relation to the makeup of the acquirer's PE, in making sound investment decisions. Another reason for 'the spread'. What is the spread now? 5+/-? A merged company eliminates a lot of confusion. Also, LU wont be an OEM any longer and this should produce additional upward profit margin pressure while maintaining level or possibly decreased operating margins for the next quarter and beyond. The Future Belongs To Luscend. Go with The Best, GO ASND!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!