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Technology Stocks : Newbridge Networks

NN 12.91

+7.9%

12:45 PM EST

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To: pat mudge who wrote (3532)	3/5/1998 6:04:00 PM
From: KEN G	Read Replies (3) of 18016

Pat: NN has great strenth in ATM but now that this market is beginning to become "real" NN (at least in the US) is going to have the big boys fighting them. I know that in at least one Bell company Cisco has offered to "buy" the installed base of NN switches to put in their own equipment. Please don't flame me with all the technical reasons why NN should be the winner. I'm simply telling you that ATM has now got the attention of the big boys (Lucent for example will have some ATM announcements soon) and that NN dominance is going to be challenged real soon. If you think the stock is low now let me suggest the following headline " Bell Company X removes NN equipment and gives contract to....(write in your choice, Cisco, Lucent..). I have made good money with NN but with the cash cow thinning out and ATM changing its spots I am not sure I agree that the current price is not a reasonable level for a company facing as many challenges as NN Good luck KG

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