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Technology Stocks : Newbridge Networks
NN 13.85+6.9%Nov 25 3:59 PM EST
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To: Doug who wrote (15387)12/6/1999 4:17:00 PM
From: Bob Howarth  Read Replies (2) of 18016
 
NN's Board couldn't turn around the local grocery store. Anyway, the problem is not to turn the company around. Sure it must be right sized. but the problem now is one of scale. Starting in USA and soon to be global is the demand for vendors that are a single source of many products + support. NN cannot grow to be big enough, as that chance is gone. I believe NN knows this. Customers in USA have already explained it to them.

I still think Alcatel is the one.
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