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Technology Stocks : Newbridge Networks

NN 12.41

-1.8%

9:42 AM EST

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To: Bob Howarth who wrote (17387)	2/21/2000 2:07:00 PM
From: Tunica Albuginea	Read Replies (1) of 18016

Bob ..IMAGINE....PICTURE... ALA/SIEM/NN/JNPR..unbeatable: from ALA/elmatador post: To: Steve Fancy who wrote (1002)ÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿ Saturday, Nov 13, 1999ÿ 4:10 AM ET ÿÿÿÿ From: elmatadorÿÿ ÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿ Respond to Post # 1003 of 1224ÿ Message 11912767 ÿÿÿÿ Newbridge growth 40% in a year by year base is Euro-centric.ÿ ÿÿÿÿÿ In the US -said to be the El Dorado for datacoms-growth is flat. ÿÿÿÿ The best for Newbridge would be for a "Gang of Three": ÿÿÿÿ Siemens, ALA and ERICY, buy Newbridge and use it to ÿÿÿÿ supply its datacoms needs.ÿ ÿÿÿÿ Siemens/Newbridge Alliance does this already today. ÿÿÿÿ Picture these sales channels form the Gang of Three selling Newbridge stuff.ÿ ÿÿÿÿ ERICY mobile machine, ALA strengthÿ in access and Siemens in everything. ÿÿÿ *It would be unbeatable.ÿ ÿÿÿ Imagine* ALA and ERICY that are already partners with Juniper ÿÿÿÿÿÿÿÿÿ buying Juniper outright and merged with Newbrdgeÿ to give it IP capabilities? ÿÿÿÿÿÿ Along these lines Newbridge values should be considered. ------------------- Message #17387 from Bob Howarth at Feb 21 2000 1:34PM TA. I don't like the IR guy quitting as it is hard to get good IR people and ALA takeover is not IMHO relevant to that. If ALA offers 36 / share in ALA shares, and after a quarter or two the merger is seen as very accretive as we on the thread keep saying, then ALA will pop back quickly and easily hit 60. 60 * .8 = 48. Plus, ALA is priced in Euros. If Euro rallies to 105 - 110 this year, its like getting a free dividend to boot. TM should be happy to first show that ALA/NN will work, and thus should be happy with the possibiliy of getting close to 50 by end of year. Anyone else watching the incredible amount of money that Siemens is raising? Does anyone here own Siemans? They have announced their strategic plan. I wonder if after ALA/NN, they in turn merge with what is left of Siemens. I really think we are only in the first inning of what will be a very interesting 12 - 18 months. Patience is required!

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