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Technology Stocks : Newbridge Networks
NN 15.87+2.5%Dec 5 9:30 AM EST
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To: Mark R who wrote (3475)3/3/1998 11:00:00 AM
From: pat mudge   of 18016
 
As for take over, TM has stated that his cash is kept to ward off possible acquisitions. Additionally he has said that if someone was successful in wresting control he would "set up shop across the street and hire everyone away". Given that TM probably owns all the property "across the street" and the land the NN sits on I think he has rattled enough sabers to ward anybody off who is an unfriendly outsider (Northern). But....Siemens on the other hand might be able to convince TM that he can grow faster/better with their resources in partnership with 3com. But I doubt it.

That's what I needed to know. I know for certain Siemens won't do a repeat of their GPT acquisition.

Cisco has products that compare with the 170 that I am told by people at Cisco can outperform the call processing capacity of the 170. As for the 190 that product is very much Siemens based so when and if it's successful, how profitable it will be to NN shareholders is a question....

This being the case, how much leverage does Siemens have with the 190? And vice versa, how much does NN have with the 170? Are both companies tied at the hip? Who has more power? Someone in the industry once said to me, "When you go to bed with a gorilla, what happens when he turns over in his sleep?"

I'm a novice so may be asking the wrong questions.

I do appreciate your help.

Later --

Pat
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