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Technology Stocks : Newbridge Networks

NN 14.04

-1.2%

Dec 1 3:59 PM EST

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To: Serge Collins who wrote (14271)	11/3/1999 1:12:00 PM
From: gbh	Read Replies (1) of 18016

Serge, the street is littered with the carcasses of potential networking winners. Its a little early to put Newbridge in the Madge category. Madge never achieved anywhere near a $2B run rate, and they were only ever focused in the LAN, token ring at that. Of course, there are those that liken ATM now, to Token Ring then <g>. The road back for NN will be long. My guess is that the company will go on the blocks shortly. The first indication of this could be the scuttling of the STII deal. No need to encumber a potential suitor with still more baggage. In fact they should consider selling off borderline assets to clean up that nasty looking balance sheet. The company needs to deliver the 50G, and at least demonstrate in the lab, the vapor 450G. This would pique someones interest, although I haven't figured out who. TLAB could certainly use the customer base, if it still exists in 6 months when these new products are more ready. And we haven't bottomed yet, IMO. My initial prediction fo 10-12 still holds. Gary

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