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Technology Stocks : Newbridge Networks

NN 12.64

+3.2%

Nov 14 9:30 AM EST

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To: Michael M who wrote (14548)	11/14/1999 1:35:00 PM
From: elmatador	Read Replies (4) of 18016

Serious now. To discuss what could be real value for NN it is necessary to avoid following in the marketecture trap. Hence my previous posting. Otherwise throghbreds ATM or IP guys would jump head on into the discussion, look to the forest and miss the trees. See, there is this guy who sold -very successfully- NN stuff here in Europe and was appointed CEO. Now we have those Europeans ALA, Siemens and ERICY who want Cisco's skin nailed to their doors. Then there is a $200 billion dollar services market which operators fear a US-style deregulation will open 50% of it to the new entrants. These operators are the ones who have been buying the stuff the new NN CEO sold. Now if this scenario is played smartly, it is possible to give a nice kick in the butt of Cisco and -since they are already at it- kick the LU's too!

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