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Technology Stocks : Newbridge Networks
NN 12.64+3.2%Nov 14 9:30 AM EST

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To: Doug who wrote (17308)2/19/2000 2:29:00 AM
From: Steve Fancy  Read Replies (1) of 18016
 
Doug, I hear ya, and I'm with ya as an ex-DSC'er. IMO, ALA made a huge mistake, not understanding the nature of US IR. I believe they learned their lesson and the company has one *powerhouse* management team. IMO, in a couple years it'll be ALA, CSCO, LU, NT, etc.

It was not the DSC aquisition that caused the disaster, it was the perception created by the earnings warning shortly after. IMO, ALA is one massive company that has just about fully recovered from a credibility problem with the street. It may get a little worse before it gets better, but great things ahead with ALA...a no brainer.

Good luck.

sf
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