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Technology Stocks : Newbridge Networks

NN 15.23

-2.6%

3:59 PM EST

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To: pat mudge who wrote (12479)	8/1/1999 1:19:00 AM
From: Tunica Albuginea	of 18016

Pat, Re:" you don't see a buyout or merger ". I wonder if Terrence doesn't think that it is time to partner up with a bigger player so as to provide the famous end to end solution that has eluded everybody so far. Certainly LU, CSCO ot Siemens might have been better candidates however I suspect they were not willing to let TM play a major role. They are all primadonnas in a way when you get to that position. By the same token though I suspect TM does not want to play 2nd fiddle either. And I suspect that the folks at ERICY are willing to let him deal first. And so this may represent a challenge to TM: a build a telco empire from .....almost scratch. He may believe that if he now has access to 100000 employees plus all that cash plus all the talent he's been incubating he may be able to take on Europe and the US. Better than playing 2nd fiddle. What do you think? TA Ericsson has a pile of cash but I still don't see a buyout or merger. Perhaps an OEM. Based on the agreement when ACC was bought, the two companies are already cooperating on development. Not sure if the SBC announcement that it was integrating an ERICY product into its network has any significance. Now, for all my friends who've followed my occasional week-ends in Baja, I just learned the enclave, La Mision, has been included in a book of Ten Best Spots to Hit the Beach. search2.usatoday.com. I actually can't believe it got mentioned as it's about the most low-key place you can imagine. A few weeks ago we all watched some sort of motorized hang-glider take off from the beach --- looked like something out of Jules Verne --- a tricycle with wings. Horseback riding is also a big attraction. Mostly locals who come out on week-ends and then disappear leaving behind completely deserted beaches. A bit off topic, I admit, and if I procrastinate the yard work any more, it'll be dark and I won't have to do it. :) Pat

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