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

To: Techplayer who wrote (61037)	5/14/1999 8:27:00 AM
From: polarisnh	Respond to of 61433

If that rumor about Lucent buying 3Com is true then I am selling my ASND/LU and buying Cisco. I just don't see the synergies between them! The entire remote access line is duplicated. The Palm Pilot is nice, but I wouldn't buy the whole company for it. Oh, I forgot, what about that huge line of low-margin interface cards, PCMCIA, and modems. I don't get it!!!!! Let's see.... Cisco has been kicking 3Com's ass for many years now.... Why don't we buy their second-rate product line. IF Lucent was smart they would buy Cabletron! At least they would get the Yago router and Spectrum Enterprise Management System. Come on McGinn, you did well when you bought Ascend so don't go over the edge with 3Com. Steve

To: Techplayer who wrote (61037)	5/15/1999 1:01:00 AM
From: MMW	Read Replies (2) \| Respond to of 61433

Brian, A couple days ago, the CEO of UUnet made a comment about internet bandwidth demand is like double every three to four month. The ATM network does not scale well. They really prefer IP solutions. It seems to me the market opportunity on new voice, video, and data integrated high bandwidth IP network is tremendous. Question is who would be positioned well enough to take full advantage of this opportunity. The trick for us is to find a potential winner for capitalizing on the opportunity. Cisco and Juniper both are well positioned. It is an opportunity for ASND/LU as well. I think they recognized the potential, but they had made huge investment in the ATM core business. It is hard for them to turn around at this point. This is just my opinion. Cheers! Mike