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Technology Stocks : Newbridge Networks
NN 12.53-1.5%Nov 19 3:59 PM EST

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To: Bob Howarth who wrote (15938)12/17/1999 10:42:00 AM
From: Tunica Albuginea  Read Replies (2) of 18016
 
Bob Howarth, I agree with 1 and 2 but not with 3: ie I don't agree that NN will fail.
Again folks that are surfing the web looking for investments
need to sit down clear their minds of any distracting
thoughts and think:

We have the largest three Economies in Europe, Germany,
France and England who have placed
all their Telecommunications Networks, telephone, TV,
and Internet on NNs switching platform
.

These are not dumb people folks. .
They know what they are doing.

NN is a leader in wireless/ lmds as well as adsl has never failed in
R& D on a switch and they will not fail on the 50/450.

By the time all 350 Carrier clients of NN get back into the 50/450, NN will be $45+.
They will buy the 50/450, they have no choice.

I think I note a nice development this AM on NN activity:
The old price/ volume curve: It is moving up even when price
is drifting down.That means that demand is slowly
outstripping supply which means that sooner or later price
will move up,

TA

Message #15938 from Bob Howarth at Dec 17 1999 10:30AM

TA: NN revisited as follows. If takeover, make money. If try it on their own and succeed, make money. If try it on own and fail, then takeover gets you back to at least
break even. What do you think about this logic?
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