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Technology Stocks : Newbridge Networks
NN 15.87+2.5%Dec 5 9:30 AM EST
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To: Jules Shear who wrote (8852)1/6/1999 8:16:00 AM
From: Glenn McDougall   of 18016
 
<< Does anyone have an opinion about CKEYF and their future relationship with NN? I
don't know much about TM'S relationship with the company (besides large equity
stake), their products, or future prospects. Given that NN continues to build war chest
of cash-what does this mean for CKEYF?>>

IMO nothing Newbridge will not take out CKEYF because that would limit their partnerships with the likes of Ascend and prospects like Nortel.

<<However, from technical stock evaluation perspective-the stock looks way undervalued
compared to peers. There are not many networking stocks today with growth rates like
CKEYF and stock performance so misaligned. What am I missing?

Thanks in advance for your help!! >>

Their was lots of concern about the shares that were available to come to market at the end of December ~ 6 million. But given the low price and the market interest any "blocks" of shares being sold have move smartly and not hurt the stock price as some expected. John Selwyn CEO and Steve Spooner have done a superlative job with this issue. I am a CrossKeys shareholder and am looking to add to my position in the company as IMO it is undervalued by the market.

If the market were efficient one would never be able to get deals, CrossKeys fits the "deal" criteria in my book.

Regards
Glenn
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