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Technology Stocks : Newbridge Networks

NN 12.96

+8.3%

3:59 PM EST

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To: Doug who wrote (5016)	6/7/1998 6:44:00 PM
From: Andrew	Read Replies (1) of 18016

Doug, Newbridge is not bringing in a new CEO. Terry Matthews is CEO. There is a new President and COO. Big difference! This Lutz guy sounds like a good head. I hope TM gives him the breathing room to act on his good ideas. I think it's time for TM to relinquish some power to the right kind of person. Sounds like he promised Lutz that; let's hope he can keep that promise. Some other rumors I've read on this thread: - Nortel OEMs ATM stuff from NN: Absolutely untrue! Whatever NT hasn't developed in-house has been OEMed from Fore. - Nortel may buy Newbridge: IMHO, NT is the last company TM would sell to. I think he would find it humiliating. Why exactly does everyone assume that consolidation is the only possible future for the networking industry? It seems to me that alliances would be a lot less disruptive and distracting. Siemens/NN/COMS looks like a pretty powerful combination to me. I read an article that described camps that looked something like: Cisco NT/Fore/Shiva/(Bay or ASND) LU/(Bay or ASND or Cabletron) Siemens/COMS/NN These companies wouldn't have to merge to be successful. I believe the existing Nortel/Fore/Shiva and Siemens/NN relationships have demonstrated that (and also LU/Bay ??) I mean mergers are such a distracting hassle (e.g. COMS/USRX, ASND/Cascade). And not only for management. I think investors should be careful what they wish for. Trying to decipher what COMS' real earnings picture means is a nightmare. If all these companies devour each other, we'll just have a tougher time trying to figure out the combined entities. I like Cisco's approach of ingesting bite-size morsels. Also Newbridge's "farm teams". Both of these companies have relatively clear financial statements. And if Nortel is busy trying to digest, say, Bay, and LU likewise ASND, Cisco could well exploit the confusion. In my mind merger mania is for the birds. I'd like to see more CSI-type initiatives. Co-marketing. Each company focusing on it's strengths in a symbiotic relationship. I guess I'm just an idealist. Bigshots get more easy money from mergers. Therefore mergers there will be. Andrew

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