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Technology Stocks : Newbridge Networks

NN 14.21

+1.7%

Nov 28 9:30 AM EST

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To: Dennis R. Duke who wrote (7659)	11/24/1998 12:21:00 PM
From: Glenn McDougall	of 18016

<And what if said money gets used in the new management's strategy of acquiring affiliates rather then just partnering through partial ownership.> I agree that Newbridge has hidden value in their affiliate program and they would be wise to purchase a number of them outright. In my opinion the first on the list would be their DWDM Metro play Cambrian. < From the 10/23/98 ML report: "More Pragmatic M&A Strategy We get the impression Newbridge's approach to its affiliate program is becoming more pragmatic. It has recently sold ACC and bought-in Castleton. We also believe that the Company may start to move more towards the buy vs. build option that is has used with its affiliate strategy." It was in the back of my mind from reading the above that this could be the plan. Time will tell us.> Regards Glenn

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