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Technology Stocks : Newbridge Networks
NN 15.49+6.7%Dec 4 3:59 PM EST
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To: Tunica Albuginea who wrote (4849)6/3/1998 12:58:00 PM
From: Peppe   of 18016
 
Tunica,

You wrote: < combine NN and Siemens forece that has 6500 engineers>

That is VERY DIFFERENT than NN having 6500 engineers. And you still haven't answered why a company that spends lots in R&D but has lousy revenues is a good investment.

<Can you say NN&COM&COMPAQ&Siemens together??> By together, what do you mean ? Do you mean a partnership a la CSI; going against CSCO,LU and NT who are buying their missing links will be a challenge (IMHO).

I have sold all my CIEN holdings, so I'm looking for a place to park my cash. I'll buy NN only if I think they will be bought imminently.
You may have answered my questions (specifically Pat has), but I'm still not convinced. Given NNs price today, neither is Wall Street.

Cheers,

Peppe
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