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Technology Stocks : Newbridge Networks
NN 13.98+0.9%3:59 PM EST
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To: Doug who wrote (15863)12/15/1999 6:05:00 PM
From: Francois Lavoie  Read Replies (1) of 18016
 
Doug,
about your questions of NN buyout valuations vs Bubble,

I'd say that that most people here discount the LMDS business of NN when trying to evaluate a price.

This business is the most interesting to buy. NN has a big R&D advance in LMDS compared to the big guys.

And everything tagged "Wireless" is these days caught in what seems to be a bigger bubble. So go figure: If NN would only have it's LMDS division and be a startup company, it could be valued a lot more than today.

NN is in trials at many places with LMDS equipment.
People will eventually figure that NN is established as a leader in LMDS.

Buyout value ?
I don't know...
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