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Technology Stocks : Newbridge Networks
NN 11.97+5.3%Nov 21 9:30 AM EST

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To: pat mudge who wrote (12864)8/19/1999 12:06:00 PM
From: djane  Read Replies (1) of 18016
 
Pat, at The Money Show investment conference last week in Seattle, Kevin Landis and Michael Murphy both mentioned that they thought NN and COMS would be bought out soon by the big European carriers (no specific names). Murphy is a bit of a crank, but I've always been impressed by Landis (FirstHand Funds). Landis owns NN (not COMS) in one of his funds.

Murphy also said CIEN would be bought out but didn't mention any potential suitors. I don't follow it anymore.

FYI. On the NTRO thread, I put one of your early 5/99 posts about a 2/99 Broadband Wireless World conference.

Keep in touch, djane
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