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Technology Stocks : Newbridge Networks

NN 14.52

+6.1%

Dec 3 3:59 PM EST

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To: Peppe who wrote (14749)	11/19/1999 8:24:00 AM
From: Glenn McDougall	Read Replies (1) of 18016

<<If Cisco were to take a run at Newbridge they would have to win.>> <That's why I expect CSCO to deny any interest in NN when they inevitably get asked the question. NT is in the same boat. I really can't see NT or CSCO making as move for NN.> Peppe, I disagree NT could take a run and miss without to much fallout, CSCO by trying to buy NN would be admitting that their solution does not work for the carrier space and that is something Chambers will not do unless he wins NN. btw for Terry to even think that CSCO might buy NN must be worse than a bad dream. CSCO has for many years been his #1 target and imo no love lost between him and Chambers. <That leaves ERICY, ALA, SIEMENS, TLABS. ALA and SIEMENS have already said they won't buy NN. That leaves ERICY and TLABS. TLABS has said they will buy someone, but for under $1 billion. That leaves ERICY.> I don't discount any of them as being "out". <<This dog won't go fast. They need to show next gen product first.>> I disagree with your comments, this "dog" has 3 very widely acknowledged products that are top tier about to hit the market. The 50/320/450 will be best in its class and the only problem would be a delay in release. Wireless, the company is signing up lots of companies and as our new COO stated in the CC are winning ~50% of all bids. Most of the wireless bids are quoted with the 36170 12.8... 3dsl just do the streight comparison between the Newbridge offering and the #1 make of dsl ALA and you will see the difference. If any company wants to wait until all these products ramp that is fine by me just make sure the bank account has lots more cash in it. The truth is that these 3 product lines are as much as a company of Newbridge's size can handle at any one given time and that imo is why the company sold their DWDM play (Cambrian). To this day I still cringe at the thought of Nortel making so much out of our company, dam! Whoever made the decision to sell Cambrian must today know what a mistake it was. <It is kind of creepy to see NN finally admit that they can't win alone and that they need to be a part of a bigger company. Haven't certain people been saying that on this thread for 2 years now ???> I am not sure they said that exactly but I understand your comment and to a degree will admit you are correct. Regards Glenn

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