elmatador, from NN thread..Bob ..IMAGINE....PICTURE... ALA/SIEM/NN/JNPR..unbeatable: from ALA/elmatador post:
Message 12930695
To: Steve Fancy who wrote (1002)ÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿ Saturday, Nov 13, 1999ÿ 4:10 AM ET
ÿÿÿÿ From: elmatadorÿÿ ÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿ Respond to Post # 1003 of 1224ÿ
Message 11912767
ÿÿÿÿ Newbridge growth 40% in a year by year base is Euro-centric.
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.
ÿÿÿÿ Siemens/Newbridge Alliance does this already today.
ÿÿÿÿ Picture these sales channels form the Gang of Three selling Newbridge stuff.
ÿÿÿÿ ERICY mobile machine, ALA strengthÿ in access and Siemens in everything.
ÿÿÿ It would be unbeatable.
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.
ÿ
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Message #17387 from Bob Howarth at Feb 21 2000 1:34PM
ÿÿÿÿÿÿ TA. I don't like the IR guy quitting as it is hard to
ÿget good IR people and ALA takeover is not IMHO relevant to
that.
ÿÿÿÿÿÿ If ALA offers 36 / share in ALA shares, and after a
quarter or two the merger is seen as very accretive as we on
ÿthe thread keep saying, then ALAÿ will pop back quickly and
ÿeasily
ÿhit 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
ÿALA/NN will work, and thus should be happy with the
possibiliy of getting close to 50 byÿ end of year.
ÿ Anyone else watching the incredible amount of money
that Siemens is raising? Does anyone here own Siemans?
ÿThey have announced their strategic plan. I wonder if after
ÿALA/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 aÿ very interesting 12 - 18 months.
ÿPatience is required!
ÿ
ÿ |
