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Technology Stocks : Newbridge Networks
NN 15.88+0.1%10:48 AM EST
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To: Thomas Scharf who wrote (1342)4/4/1997 9:16:00 AM
From: Herb Duncan   of 18016
 
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.
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