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Technology Stocks : Newbridge Networks
NN 11.97+5.3%Nov 21 9:30 AM EST
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To: Luc Glinas who wrote (3090)2/4/1998 6:43:00 PM
From: micromike  Read Replies (1) of 18016
 
You can't compare Newbridge to Corel

Corel was going up against a MS monopoly.Do you think Cisco has a monopoly? When Corel released Corel Draw they were the only game in town and that's how they made the big bucks.

Cowplands ego is way to big. TMs isn't.

Corel isn't partnered with any other companies. NN has two big partners

Since Siemens is German and Europe is deregulating I'm sure they will have a advantage over US Cisco. This I hope will be the equalizer to offset any loss of sales to Cisco in the US. I know the boys in Canada don't want to believe it but US companies tend to buy from US companies even if their product inferior. Corel was a prime example -WP is way better than word and even cheaper but guess what it could break MS monopoly.

Now in the speculating department - I read somewhere that if anybody was interested in NN it would be Siemens since they have a lot invested in NN with R&D so I'm sure they wouldn't want to loss that valuable knowledge to a rival company. So don't expect NN to fold and get bought out. Now I just need some more suckers to drop the price more so I can load up my truck to go along with the other load I own. Backing up the truck lets get that price lower :-).

JMHO
Mike
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