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Technology Stocks : Newbridge Networks
NN 13.98+0.9%3:59 PM EST
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To: Bernard Levy who wrote (6568)9/16/1998 1:44:00 PM
From: Peppe  Read Replies (1) of 18016
 
Bernard,

Thanks for the info. We can use people who understand LMCS/LMDS on SI, since it's going to be a huge market and few people know much about it.

<there is little doubt in my mind that CSCO overpaid for Clarity.>

This wasn't a cash deal. It was a stock deal. Before assessing the worth of Clarity, bear in mind that CSCO has a market cap of over
$ 100 Billion, and over $ 6 Biilion in cash on hand. In the big picture, this deal is insignificant.

Cheers,

Peppe
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