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Technology Stocks : Newbridge Networks

NN 14.52

+6.1%

Dec 3 3:59 PM EST

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To: Glenn McDougall who wrote (8448)	12/10/1998 4:38:00 PM
From: Ed Frye	Read Replies (2) of 18016

My concern about the Cambrian sale relates to my gut instinct that you NEVER help a major competitor become stronger. Moreover, this is the little guy helping the big guy. Maybe this sale is a precondition to LU buying 15% of NN, but I would think LU would prefer NRTL didn't have Cambrian either. Current market pull back seems related to consolidation and warning season, neither of which should affect NN. Here's hoping Lutz generates some renewed enthusiasm among big investors tonight. ed

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