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Technology Stocks : Newbridge Networks

NN 12.24

-2.9%

Nov 13 3:59 PM EST

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To: pat mudge who wrote (13278)	9/13/1999 9:05:00 AM
From: WTSherman	Read Replies (2) of 18016

Pat, Your points are well taken, as always. I guess my point is that it seems that some folks on here seem misdirected in focusing on CSCO and that they also seem to find some consolation in taking shots at CSCO. Since NN and CSCO don't really compete all that much with each other(yet) this seems odd. I also find it strange that so many derisive comments have been directed at CSCO management. Given what they have accomplished with that company I wouldn't find much solace, as a NN investor, in the notion that these people are clueless... Alas, I am not a CSCO shareholder. But the bottom line, for me, is that they have consistently executed on their business strategy and built a juggernaut in the process.

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