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Technology Stocks : Newbridge Networks

NN 15.87

+2.5%

Dec 5 9:30 AM EST

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To: Bill Hermesmann who wrote (16509)	1/13/2000 9:33:00 PM
From: James Calladine	of 18016

Bill: Nothing wrong with your assessment IF: -- NN really establishes its priorities -- has a good strategic plan -- executes the plan well -- recovers a majorleadership position in ATM -- mates that with its wireless capabilities -- outsources manufacturing -- SELLS its products PROFITABLY, worldwide -- figures out how to project itself to the investment community -- MANAGES all its relationships effectively -- BUILDS shareholder value Is NN capable of this with its new management? I hope so! Is there a new management, or just a new guy as the Operating Head? Don't really know! But because the NN record in these matters in the past has been seen as less than exemplary, the onus is clearly on them to show that they CAN deliver. Just my opinion, of course, others may see it differently. I don't care how it's done, but I am looking for a US $60 to $80 share. Why not? Is NN capable of this, or not? Best wishes, Jim

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