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Technology Stocks : Newbridge Networks
NN 16.18+2.0%3:46 PM EST

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To: pat mudge who wrote (12821)8/18/1999 2:33:00 AM
From: Tunica Albuginea  Read Replies (1) of 18016
 
pat: " NN and Cascade Comm/Ascend/Lu": look at what I unearthed:

Message 1124097
To: +Thomas Scharf (1342 )
From: +Herb Duncan
Friday, Apr 4 1997 9:16AM ET
Reply # 1343 of 12830

I have been following the thread but have been too busy to jump in but have decided it
was time to add my 2 cents worth, NN had been working with Acend on joint marketing
and had exchanges sensitive company information, and I would expect signed
non-disclosure agreements. Then wham out of the blue we have the Ascend/Cascade
deal. You dont cut a deal like that overnight, I think Ascend pulled a fast one,
but I also
think they made the wrong decision. Why?? With all due respect I dont think NN is well
covered in the states. I dont think there is an appreciation for NN's global positioning and
the relationship with Siemens and how that can be leveraged for future business.. If you
were picking a partner who would you pick???? (Rhetorical question hopefully)

As for the Ascend/Cascade deal, ...... does anyone remember the Wellfleet Synoptics
merger??? Ouch, looks like a repeat to me.
The smart money is on Newbridge.

Message 1125994
To: +Herb Duncan (1343 )
From: +Mephisto
Friday, Apr 4 1997 1:30PM ET
Reply #1350 of 12830

Herb, Thanks for filling us in. Did not realize Ascend and NN exchanged sensitive
information. So Ascend pulled a fast one on NN. I'm sure Mr. Matthews will keep that in
his mind, for a very long time.


Message 1187431

To: +Mephisto (1394 )
From: +len grasso
Monday, Apr 14 1997 1:37PM ET
Reply # 1396 of 12830

M,
If you listen to the Cascade Communications conference call, you will
hear one of the executives slam Newbridge as a loser....Thought that was a revolting
development!


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