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Technology Stocks : Newbridge Networks

NN 12.53

-1.5%

3:59 PM EST

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To: zbyslaw owczarczyk who wrote (15227)	12/1/1999 10:27:00 AM
From: Tunica Albuginea	Read Replies (1) of 18016

ZO I don't think we should easily discount GM's choice of NN switching platform to run their IP. I have a relative that works in GM and I am fairly familiar with the company. Unlike all this Internet.com start ups with 0 revenues and tons of debt, GM has a giant cash flow, an ovestuffed pension and worth twice it's current price if it breaks up parts of it. The new GM is going neck deep into e-commerce and the Internet and is attempting now a limited experiment where buyers can bid for a car against dealers. So that if a buyer finds a car on their web site he can have it. So GM is fairly savvy in this field especially with their having Hughes Co. I think that their choice of NN goes a long way towards validating NN's technology. Perhaps soon Ford will soon follow GM's Delphi choice and buy for their snazy parts company Visteon, the AT&T/NN platform too. BTW Visteon will be spun off soon and will make a nice IPO. US cars are going to have tremendous technology soon to hook you up to and allow you to surf the web right while you are driving. Voice, video and data. Very exciting. PS : Do you know by chance if Crisco has contact with GM? TA

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