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Technology Stocks : Newbridge Networks
NN 12.73+1.0%Nov 18 3:59 PM EST

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To: Peppe who wrote (5192)6/15/1998 6:42:00 PM
From: Andrew  Read Replies (1) of 18016
 
Peppe,

"Do they need a lan ethernet switching play ? Market is already saturated and margins are very low, making CS less attractive. "

By the same token, then why would either LU or NT want Bay? Why would NT buying Bay force LU to do anything?

If you're right, you do make a convincing argument for LU to want NN in particular. Seems like the Siemens connection would complicate things though.

About LU/CSCO: I wasn't thinking takeover... more merger or alliance.

Andrew
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