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Technology Stocks : Newbridge Networks
NN 11.97+5.3%Nov 21 9:30 AM EST
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To: Tunica Albuginea who wrote (17831)3/4/2000 11:52:00 AM
From: Bob Howarth  Read Replies (1) of 18016
 
TA. ALA/NN are not leaders in mobile wireless, but in fixed wireless. What we need to get ALA going is a big sale of 670 to make French share holders confident. I would like to see a detailed presentation of how the DSL and LMDS groups will be placed together with a unified product set. Supporting multiple products is VERY expensive, and it would be rather confusing to try to sell them as well. Some temporal milestones when this will be accomplished, and an analyst meeting to see the result is required before we do much of anything I am afraid. We may be in limbo before the merger completes because if the plan is really great someone else may try to buy NN.
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