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Technology Stocks : Newbridge Networks

NN 12.24

-2.9%

Nov 13 3:59 PM EST

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To: Captain Jack who wrote (16001)	12/20/1999 11:06:00 AM
From: Tunica Albuginea	Read Replies (1) of 18016

Captain Jack, the first step in investing is deciding if theÿ CEO or COO are up to the job. After that trying to 2nd guess ÿhim is a losing propostion if you ae dealing with a strong ÿleader. We have all known for years that NN had a " leadership problem ",ÿ not " a people or technology problem " as Pearse so aptly put it. Pearse has picked on that immediately and spelled it out. You know he knows what he is doing. Previously " seasoned professionals " ( Lutz ) were pickedÿ for NN. That got us no where. T.Matthews to his credit I think now has picked the right guy: He executed on NN products around the world.ÿ He will do the same in N.America. I doubt that selling to Carriers will need all that sales force.ÿ You need a few guys who know the product well and a strongÿÿ product that will sell itself. NN has always been No 1 in ATMs and the recent increase by LU was only because NN did not address NSPs.ÿ That has changed. Think ORCL at 20 and then ORCL at 95, TA

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