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Technology Stocks : Newbridge Networks
NN 15.49+6.7%Dec 4 3:59 PM EST
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To: Dennis R. Duke who wrote (8410)12/9/1998 1:25:00 PM
From: pat mudge  Read Replies (1) of 18016
 
I don't think Cambrian's products are vaporware but I do suspect NN has good reason to say what they did about using other vendors' equipment.

A large part of Cambrian's engineering came from Nortel and it's one of those wonderful twists of fate that sees them returning to Pere Northern, though with pockets loaded. God bless capitalism! Marx must be turning in his grave. :))

I'm a bit surprised by NN's weakness and can only attribute it to short-sightedness. With an added $100 million in cash in the current quarter, access to all Cambrian's DWDM technology, and a clear signal that they'll be involved with other vendors' products, you'd think it wouldn't be hard to read the writing on the wall.

Incidentally, for those who sent the John Lawlor note, where did it come from, who wrote it, and who posted it?

Thanks in advance.

Pat
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