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Technology Stocks : Newbridge Networks

NN 15.87

+2.5%

Dec 5 9:30 AM EST

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To: Peppe who wrote (16336)	1/4/2000 11:18:00 PM
From: zbyslaw owczarczyk	of 18016

Peppe what's working against NN right now: - NN has lost several employees after Lutz left, many are looking - companies may be reluctant to make a large commmitment to NN due to uncertainty of the company - market sell-off began today in earnest, more blood-letting in days, weeks to come - new CEO talking about building a go alone strategy You may be very well rigth,however after AL left few very key! employee decided to stay,after deciding to leave shortly after November 2. Big customers like NN products not NN itself. Some realized that if NN stays alone the story has to be good, otherwise will be part of larger organization what gives them even more security. New COO may be right, but if NN has to be sold he has to have go alone plan for real or even as a playing card. I do not know about what position you plays, but with small amount of shares( 2-6k ) it is less risky to go out or go in, but you would not do it with much larger position and average in 18-19 range. Just different opinion Zbyslaw

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