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Technology Stocks : Newbridge Networks

NN 13.75

-0.7%

11:37 AM EST

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To: Rob Riordan who wrote (14053)	10/28/1999 6:34:00 PM
From: Peppe	Read Replies (1) of 18016

Wow, pretty emotional times on the NN thread these days. FWIW, I've decided not to bet that NN has bottomed out and instead have decided to go long on Dell. I feel Dell at $38 3/8 is less risky than NN at $19. I'm not convinced that NN will make this quarter. I've never seen a company install an ERP package in 3 months and fix their manufacturing woes this quickly. It's that darned credebility thing. NN just doesn't have any right now. Bonne chance to all, and ZO, relax buddy. Life's too short. Peppe

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