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Technology Stocks : Newbridge Networks
NN 16.12+1.6%Dec 8 3:59 PM EST
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To: Ian@SI who wrote (8635)12/19/1998 10:52:00 PM
From: nord   of 18016
 
I think my comments about our own little mutual fund of telco co's is becoming more apparent. TM strength is in vision and developing value. Keep it where it fits spin it off where it creates redundancy or doesn't fit with future strategic planning. I think that Lutz and TM could make a great team if we can keep from being swallowed whole by a bigger fish. Nice thing is we go forward with a lot of free cash and a tailored product line with some goodies for sale to others along the way.
Norden
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