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Technology Stocks : Newbridge Networks
NN 16.41-1.7%Dec 12 9:30 AM EST
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To: pat mudge who wrote (12461)7/30/1999 2:43:00 PM
From: Frank Ferrari  Read Replies (1) of 18016
 
Hey Pat,

As far Alan buying shares and the potential takeover, the link that I found showed that the trade occurred a full month ago. That is probably fine from an SEC and OSC view point. If however, he has purchasing during negotiations, I suppose that would be a different.

NN seems to have very good technology, but I believe it would fare better with a major partner. They remind me a lot of Bay Network prior to the NT takeover. Bay arguably had better technology than CSCO, but not the range of offerings required to make the largest customers happy. As part of NT, they are selling their technology into all of the major telco accounts.

I think Ericy could ultimately take NN higher than they have been able to go on their own.

All my opinion. In the interest of full disclosure, I am long NN.

Frank
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