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Technology Stocks : Newbridge Networks

NN 16.12

+1.6%

Dec 8 3:59 PM EST

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To: Mighty Mizzou who wrote (6187)	8/26/1998 11:01:00 AM
From: pat mudge	Read Replies (2) of 18016

This is in no way a guaranteed contract. Three years is like 300 years in data networking. Competition is FIERCE and products and trends are constantly evolving. If Lucent buys ASND/SRA, this contract will be in serious jeopardy. Cisco and LU will lock horns and NN will be squeezed out. Well, no, nothing's 100% certain. Afghanistan might attack the U.S. and all our children have to learn Afghani. However, the chances of that happening are not real big. Nor is losing a signed contract with SBC. We're not dealing with shoot-from-the-hip fly-by-nights. We're talking study-it-till-the-cows-come-home telcos. Yes, competition is fierce and Newbridge just went to the head of the class. There is much that can be debated, much that's far more tenuous, but not the SBC contract and the products behind it. As a matter of fact, if we want to speculate, then let's say NN just became a far more appealing take-out target than ASND. All IMHO, of course. Later -- Pat

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