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Technology Stocks : Newbridge Networks
NN 13.85+6.9%Nov 25 3:59 PM EST
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To: zbyslaw owczarczyk who wrote (16554)1/22/2000 3:09:00 PM
From: Bob Howarth  Read Replies (1) of 18016
 
Z, Notice: "New Edge also received $200 million in equipment financing from Newbridge Networks (NYSE: NN)" . Financing vs sales. Hmmmmm.

I have come to conclusion that ALA would have tremendous synergy from NN acquisition. As number 1 in ADSL, adding NN's 3dSL capabilities could only further their industry leading position. Also LMDS synergy would make ALA number 1 here. The new switch/router from NN would put ALA back into that game on top. Finally, the electricity grid stuff would make ALA number 1 here as well. There are probably lots of other synergies as well.

Also, how come INTC, MSFT, GE, et andere get to use their gains on investments to augment their earnings but NN can't? Could it be that maybe this new approach may trickle down a bit?
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