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Technology Stocks : Newbridge Networks

NN 13.98

+0.9%

Nov 26 3:59 PM EST

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To: Doug who wrote (14139)	11/1/1999 5:43:00 PM
From: nick cash	Read Replies (2) of 18016

fyi: in the 'glutton for punishment' category.... i added and put another 4% of the portfolio into nn @ an avg of ~ 20 1/4. my logic continues that, if they warn and it plummets to 15, i'll buy more. nn is now ~11% of the portfolio. kind of a gamble to add b4 any news of the quarter, but i'd be real pissed @ myself if the news is good and i miss this chance @ $20 shares. besides, even with the addition, i'd still like a larger position than i have. yes....... i am really that (blindly?) confident in the future value of this enterprise. all information contained herein is for informational purposes only and does not constitute a solicitation or an offer to sell advisory services. equities noted herein are referenced in the context of the message and are not necessarily representative of any portfolio. both myself and clients of my firm currently hold a long position in nn. and, of course, all is clearly imo only........nick

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