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Technology Stocks : Newbridge Networks
NN 16.87+4.7%3:59 PM EST
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To: zbyslaw owczarczyk who wrote (16859)2/4/2000 4:57:00 PM
From: Tunica Albuginea  Read Replies (1) of 18016
 
Thanks ZO; I haven't been following TLAB but now you
refreshed a lot that I had read before,

TA

Message #16859 from zbyslaw owczarczyk at Feb 4 2000 4:39PM

TLAB Q was announced on Jan 25, and they went doen 20% on heavy colume
from about70 to 55 b/c they said Q1 2000 will be softer but the rest of 2000 as planed.
They need ATM and new product area like DSL or LMDS.
They lost Sprint contract last year b/c lack of ATM.
Yes, they bougth ATM startup to do somthing a la TeraBridge(NN and TeleHub)for siwtch 4 and 5 substitution,but it is to little to
late.
It would be mother of all deals.
Maeger of eaquals companies, would create still high growth engine.
Tlab management is great.
Also both compnies would control majority of old TDM, so cost savings
and higter margin from declining TDM business would be expected.
But major growth area would be Titan sustems,ATM,LMDS and DSL.

Zbyslaw
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