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Technology Stocks : Newbridge Networks
NN 12.64+3.2%Nov 14 9:30 AM EST
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To: Tom Drolet who wrote (17117)2/17/2000 9:26:00 AM
From: Tunica Albuginea  Read Replies (1) of 18016
 
Tom, I am drinking Irish Cream and it definitely gets to your head.
I have been doing some DD on ALA and was surprised by what I found.

Go to Alcatel Home
alcatel.com;

then to
Press Room ,Media Resourcesÿ & Presentationsÿ
home.alcatel.com;

and select
Dec 07 1999: From Circuits to Packets - Transforming Alcatel / FT 19th Annual World Telecommunications Conference
home.alcatel.com;

Apparently since 1995 ALA became far more focused .ÿ
Went from Energy&transport, pubblications, Batteries and Telcos
to 90% Telco and 10% energy.
They are into every aspectÿ of telecoms.
They decided to expand and buy what they cannot build
Scrapped in house ATM building in 1997
They are in 130 countries
The US is now their major focus
They got 6000 R & D people in the US
Their management team has 25 people of 9 Nationalities
Some of their French speaking managers actually are Belgians
This means there may be much less Anglo-French " friction " than expected.
When ALAÿ Rockwell, Xylan etc with mind of getting in the US.
Their CEO SThuruckÿ has a very varied background but comes from the top
ÿ French Ecole Polytechnique as well as many of their managers

With Telcos and Energy being The Growth market story
of the next 10 years, I figure if ALA does buy NN , all you got to do
is put the stock in your drawer and stop worrying about it.

It ought to be just the medicine the doctor ordered forÿ
worry warts LARRY and Doug,

:-)

TA

Message #17117 from Tom Drolet at Feb 17 2000 7:24AM

Tunica:

With zero actual knowledge, I smell-- and my gut agrees, today is the day and ALA is it. Guesstimate--- $50 US cash.

Heck of a situation when one reverts to 'senses' for market judgement of news pending! Must be the Indo Sumatrian coffee I am drinking!

Tom D.
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