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Technology Stocks : Newbridge Networks
NN 13.98+0.9%Nov 26 3:59 PM EST

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To: Bruce Evans who wrote (6328)9/2/1998 2:52:00 PM
From: pat mudge  Read Replies (1) of 18016
 
In the context, I took the comment to mean CSI was to some extent an opportunity lost.

I'd be careful interpreting Mr. Lutz's words. CSI is still on the cutting edge and certainly not a lost business. Perhaps it should have been more heavily marketed in order to preserve mind-share. I couldn't say. If I were he, I'd take Andy Grove's theory of paranoia to heart and do everything in my power to instill it throughout the company.

By buying BAY, Nortel admitted they needed a networking strategy. Today's announcement admits they're going after the leaders. Do you know how long I've waited for confirmation like this? This is the best news I've read in months, maybe ever, regarding NN's position in the market.

Thank you, Nortel.

Pat



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