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Technology Stocks : Newbridge Networks
NN 15.87+2.5%Dec 5 9:30 AM EST
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To: Another Investor who wrote (5465)7/8/1998 2:51:00 PM
From: Peppe   of 18016
 
AI,

Obviously many contributors of this thread think TM walks on water. I respect your opinion. But in the long run, he only owns 21 % of NN.

<You obviously don't know TM and have never seen him in action.>
You're right, I don't know TM. We had a lunch meeting booked last week but I had to cancel at the last minute.<vbg>

<If, for some reason, he thinks that a merger will be beneficial to NN's growth, then I suppose he'll do it but even that is pushing it.>
That's the point I'm trying to make. To grow to the next step, he will have to be part of a bigger company that can sell total solutions. He can't fight this ATM war for much longer.

<People who get in his way get steam-rolled!>
I guess I shouldn't have cancelled that lunch ...<vbg>

Cheers,

Peppe
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