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Technology Stocks : Newbridge Networks

NN 12.31

-1.6%

11:03 AM EST

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To: Thomas Scharf who wrote (17359)	2/20/2000 10:36:00 PM
From: Tunica Albuginea	Read Replies (2) of 18016

Thomas what you are saying is what we have all been saying in this thread for past 4 years. Unfortunately when you are dealing with " irrational exuberance " it is hard to stop smoking, put the glass down and get back to real life. However Monday morning is coming, <vbg> Time for Telco market to wake up. And it will. Appreciate your return after and input after long time. I will put you down for US 70 ÿhttp://www.siliconinvestor.com/readmsg.aspx?msgid=12756788 NN SI SWEEPSTAKES .....................Min.TM accepts................Min/Max.NT offers.........Min/Max. CSCO offers ÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿ ÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿ =================================================== ÿÿÿÿÿÿÿÿÿÿÿÿÿÿ gbh: ....................value varied on whether offer is in cash or stock. ÿÿÿÿÿÿÿÿÿÿÿÿÿÿ Sam W. Turner ..30(cash)40stock..................X......................................X ÿÿÿÿÿÿÿÿÿÿÿÿÿÿ fumble................28........................................38....................................CSCO high on list ÿÿÿÿÿÿÿÿÿÿÿÿÿÿ Bob Howarth......X........................................30-45................................X ÿÿÿÿÿÿÿÿÿÿÿÿÿÿ Ian .....................32.......................................34-44................................0 ÿÿÿÿÿÿÿÿÿÿÿÿÿÿ blaeiro1.............44........................................40-48.................................0-60ÿ ÿÿÿÿÿÿÿÿÿÿÿÿÿÿ beach.................40.......................................50......................................60ÿ ÿÿÿÿÿÿÿÿÿÿÿÿÿÿ Pat....................45................................................................................. ÿÿÿÿÿÿÿÿÿÿÿÿÿÿ TA.....................45.......................................40-60.................................90 ÿÿÿÿÿÿÿÿÿÿÿÿÿÿ Peppe.................42.......................................50..................................... ÿÿÿÿÿÿÿÿÿÿÿÿÿÿ MM....................42 - 62............................... 65 .....................................80 ÿÿÿÿÿÿÿÿÿÿÿÿÿÿ JS......................50.......................................30-50 ................................CSCO ???? Others: 50. (Alcatel, Siemens) ÿÿÿÿÿÿÿÿÿÿÿÿ ÿ T. Scharf............70..................................................................................100 ÿÿÿÿÿÿÿÿÿÿÿÿÿÿ Francois Lavoie..60 ERICY..................................................................... ÿÿÿÿÿÿÿÿÿÿÿÿÿÿ Maple Leaf....................................................1/2 sh of NT ( 50 )............... ÿÿÿÿÿÿÿÿÿÿÿÿÿÿ Charlie Tuna.....100.......................................100....................................100 ------------------------------------------- :-) TA ============================================================ Message #17359 from Thomas Scharf at Feb 20 2000 5:03PM ÿÿÿÿÿÿ For the last couple of months I lurked on this thread reading posts that say 2 things: ÿÿÿÿÿÿ 1)NN will be sold BEFORE earnings are reported. ÿÿÿÿÿÿ and ÿÿÿÿÿÿ 2)NN's earnings will beat estimates. ÿÿÿÿÿÿ My problem is that if #2 is true, the board of directors would be violating it's fiduciary responsibility to get the maximum value for stockholders by selling out in ÿÿÿÿÿÿ advance of the earnings report. Blow-out earnings would inevitably raise the buyout price & might even lead to a bidding war if it can be shown that NN's problems ÿÿÿÿÿÿ are in the past. ÿÿÿÿÿÿ If management is finally on track, there is no reason that NN doesn't deserve a PE of at least 40 (currently around 21) & possibly as high as 100. Heck, even lowly ÿÿÿÿÿÿ 3Com has a PE over 50! LU, which has been supporting earnings (and disguising horrible management, by tapping an over-funded retirement plan) has a current ÿÿÿÿÿÿ PE of 78! ÿÿÿÿÿÿ Give me a break, and give me at least US$70 for my NN shares. Anything less is just surrendering to fatigue on the part of those who have held this stock a long ÿÿÿÿÿÿ time without seeing the hoped for returns. ÿÿÿÿÿÿ Just my US$0.02

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