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

To: MMW who wrote (61053)	5/15/1999 1:09:00 AM
From: Dee Jay	Read Replies (1) \| Respond to of 61433

Mike, depending on the degree of autonomy LU grants the ASND division (the div. it's being folded into), I think they (the ASND div) will go where the money is likely to be generated. Look at how they scoped out the fact that remote access was going to be a limited area (due to increasing competition, etc.) and went after Cascade to shift into ATM, etc. And Lucent itself has turned out to be something less stodgy than its A T & T parenthood would have suggested and much more entrepreneurial - whoda thunk that would have been the case? I suspect that Lucent is going to be very nimble and very hot; in any case I'm not going to be selling my LU shares any time soon, once the distribution is made. JMHO. Dee Jay

To: MMW who wrote (61053)	5/16/1999 12:27:00 AM
From: Techplayer	Respond to of 61433

Mike, Imo, they do not need to turn around, but rather expand. There will be networks that carry less mission critical information and voice that can go over IP. I believe that there is exponential business for both. ASND can provide a converged solution now. They just need to pick up one of the emerging IP super routers and a wire speed edge router and they will be a significant opponent to CSCO in all areas except the low margin enterprise. $ talks and LU has the $. Brian