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Technology Stocks : Newbridge Networks

NN 13.85

+6.9%

Nov 25 3:59 PM EST

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To: Peppe who wrote (15390)	12/6/1999 4:46:00 PM
From: James Calladine	Read Replies (1) of 18016

Peppe! Don't agree with you on this. They have NO CHOICE but to try to turn things around. What happens if the process of a sale takes time, OR there are no buyers? It is a much more credible sale situation to say: -- we did a lot of things, and made some mistakes (UB) -- things got sloppy -- we are cutting back to the profitable core -- we have a fantastic customer base -- we have great products coming (soon) -- what we have to offer is a slimmed down, profitable business with a great future The last proposition if not bought by a purchasing company, hopefully would be bought by the market when the vastly improved EPS started showing up. So in this I share the point of view expressed by Charlie Tuna. Best wishes, Jim

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