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Technology Stocks : Newbridge Networks

NN 12.73

+1.0%

Nov 18 3:59 PM EST

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To: Michael M who wrote (14501)	11/12/1999 8:23:00 PM
From: Tunica Albuginea	Read Replies (2) of 18016

Michael M, $24/share for NN is for the birds. NN's ATM switches, hooked up with the right products fromÿ another OEM will becomeÿ a powerful International International player. I believe that the sum of the parts will be greater than the parts individually.ÿ Call it synergism. NN needs a well diversified OEM with deep pockets. Somebody with an International reputation. I believe the two together are likely to grow at 30%+/year. $24 for NN is simply ridiculous. Especially when somebody spends 10 bill recently for an upstart.ÿ NN has the customers, a history, a proven technology and track record. With the proper International sales force they could be a power to reckon with. I believe minimum 1 shareÿ ( $44 ) of ALA is in order, ~ 7 - 9 Bill would be appropriate, TA

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