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Technology Stocks : Newbridge Networks
NN 13.92+0.5%3:00 PM EST

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To: Rob Riordan who wrote (14053)10/28/1999 9:14:00 PM
From: Doug   of 18016
 
Rob: The concern about the current supply of Networks was made on Public Television and I found them rational and logical. You are entitled to differ because that makes a market.

History shows that during any economic squeeze, the weaker Institutions get squeezed more than the bigger ones with a diverse portfolio of products and talent. The performance of our small and Midcap stocks vrs the Big caps is a good example. Similarly a Mutual Fund carries less risk than a single investment.The bigger Companies are better equipped in different ways to withstand any pressues on their margins. This is simple logic which you may find galling to accept.

The call I made involved two items viz a date and a price. It is not a call "in the future". You are ofcourse entitled to make a bid into the future. Hopefully some hopeless and desperate Investor may find it captivating.

I was not aware of any Medium size Broadband Companies with a cyclic chart that compare to NN. Would be nice if you could post some names so that I can check out whether they match NN's risk/reward.

Thanks.
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