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Technology Stocks : Newbridge Networks
NN 13.98+0.9%3:59 PM EST

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To: James Calladine who wrote (16969)2/11/2000 3:32:00 PM
From: larscot  Read Replies (1) of 18016
 
James, I also read this post over there (it surprised me to see such quality coming from that board), and read an interesting response, as you probably did:

(snip)

"Therefore I believe you are right that the Board and advisors are trying to maximize value by gonig around - they also are
looking at there own numbers and seeing if going it alone with some doable numbers what is NN worth - this would be
difficult given history but must be looked at.

looking at "corporate linkages" - what is market value of the Newbridge affiliates - if they were all sold off how much
money would be raised - TM also owns big chunks of these- would he take a run at taking the company NN private for
a year or two - turning it around outside the public eye and coming back to the markets later when manuf has been
properly out sourced etc etc. Who knows

These are just my guesses - NN has no debt, TM and managers own 20 to 30% and the rest is widely held - I think he
could raise the money privately to take it private."

Given TM's apparent history, this is proabably high on his preference list...


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