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Technology Stocks : Newbridge Networks

NN 13.98

+0.9%

Nov 26 3:59 PM EST

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To: pat mudge who wrote (14671)	11/18/1999 12:34:00 PM
From: gbh	Read Replies (2) of 18016

PAt, what is your opinion on what businesses TM and the board will choose to exit? Obviously, ATM is safe. I would think LMDS is also safe. Is it possible they will try to selloff the entire TDM piece? This would set the company up again for growth if they choose to try and go it alone, and position the company for takeover by eliminating the biggest growth inhibitor. Personally, I feel the company is incapable of effectively competing any more with CSCO, LU, NT, and ALA. Also, I think ERICY would need much more than just NN to compete. I bought some shares this morning as pure takeover speculation. I have little confidence in this company on their own. Gary Gary

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