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Technology Stocks : Newbridge Networks
NN 15.49+6.7%3:59 PM EST

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To: Ian@SI who wrote (15060)11/24/1999 2:23:00 PM
From: Tunica Albuginea   of 18016
 
Ian, unfortunately what is not being discussed as muchÿ
perhaps on our board is that TM's decision to sell hasÿ
thrown a giant monkey wrench inside theÿ
" big telco's " plans ( LU, CSCO, NT, SIEMENS, ERICY, ALA )
because with NN on it's own there existed a certain equilibrium amongst them.
But if NN gets added to any one of them then you will have a giant tipping of
the scales in favor of that new union;for example CSCO + NN or NT+NN, etc.
So I believe there is furious planning right now in the board rooms of
all these 5 or 8 companies to decide how They are going to meet this new threat.

Meanwhile, may I suggest that all you have to do is to just get yourselfÿ
a large serving of popcorn, a nice glass of beer , a good easy chair,ÿ
sit back,ÿ
relax and enjoy,

TA

Message #15060 from Ian Stromberg at Nov 24 1999 1:48PM

ÿÿÿÿÿÿ TA,

ÿÿÿÿÿÿ Reading that Yahoo post caused 2 thoughts:

ÿÿÿÿÿÿ 1. Keeping NN away from CSCO would have substantial value to LU, NT, ALA, Siemens or ERICY. With this technology and the keys to the doors of
350 of the
ÿÿÿÿÿÿ world's largest Carriers, ISPs and enterprises would be of enormous value in turning CSCO into a formidable competitor against LU and NT.

ÿÿÿÿÿÿ 2. Perhaps I should change my opinion of the Yahoos. Not likely, but keep bringing quality posts across, and I might be persuaded.

ÿÿÿÿÿÿ Ian.
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