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Technology Stocks : Newbridge Networks

NN 13.69

-2.5%

Dec 2 3:59 PM EST

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To: ricky who wrote (7201)	10/30/1998 3:32:00 PM
From: pat mudge	Read Replies (2) of 18016

LU is a partner with ASND. They have worked closely together on many projects and LU is very impressed with the talented engineering staff at ASND. ASND has everything that LU needs to compete with CSCO and NT. I agree. However, I believe their decision will be based on far more factors than those you've listed, not the least of which are price, company cultures, and Mory's willingness to be bought. The surprise will be is LU decides to go it alone which I think is the most likely scenerio. I strongly doubt they'll go it alone. Too many public comments have indicated otherwise for this to be the case. Having said this, I'm expecting their biggest partnership to be in the form of an alliance, not buyout. By comparison, their acquisitions most likely will be modest. And of course I could be way out in left field. Pat

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