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Technology Stocks : Newbridge Networks

NN 12.60

+0.7%

3:59 PM EST

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To: pat mudge who wrote (9035)	1/13/1999 10:13:00 PM
From: Matt Meagh	Read Replies (1) of 18016

Pat, I'm a first time poster on this thread who values the insight and NN related news you and other regulars have posted here. I'm a long time ASND holder, and a recent NN share holder. I plan to hold my NN shares and buy on dips. However, I'm not sure that you said this, but I don't see the recent ASND/LU deal being beneficial to NN. I don't understand how possible "digestive" problems LU might have with ASND will give NN more business. Are you saying that NN will be able to jump ahead in technology (relative to ASND/LU) during the integration. This I suppose is possible, but does this overcome the additional business ASND will be getting by having the LU name attached to their products/services? The only positive for NN, in my opinion, is that the shares will get some speculative takeover premium. That and my belief that there will be lots'o' dough for everyone in telecom are two of my main reasons for being in NN. Thanks for the great posts, Matt

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