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Technology Stocks : Newbridge Networks
NN 16.12+1.6%Dec 8 3:59 PM EST

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To: cruncher who wrote (11002)4/27/1999 12:12:00 AM
From: pat mudge   of 18016
 
Cruncher --

Take-out rumors are natural when you consider how many LU-type integrators need carrier-grade ATM. The speculation is based far more on NN's being needed than on their wanting to be taken out. They have Siemens for global marketing muscle and beyond that, I believe they can survive quite well on their own. I would imagine there'll be many acquisition-related questions when Jim Arsenault, NN's EVP IP and Internetworking Products Group, presents here at the H&Q conference on Wednesday.

Later ---

Pat
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