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Technology Stocks : Newbridge Networks

NN 14.64

+2.0%

10:45 AM EST

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To: Serge Collins who wrote (9846)	2/25/1999 1:45:00 PM
From: Kirk ©	Read Replies (1) of 18016

If we see a continued erosion in prices, then who knows what the bottom will be, but if NN is capable of keeping market share without having margins erode, then NN is possibly undervalued. The trouble is it will take months to really know. Yes. Consider Intel last yr when AMD was looking cheap. Intel still went up and AMD did.... I want to make sure NN is not an AMD. (I've been long Intel since '93 and have never had AMD in my portfolio). Anyway. I am looking to buy a Network Company and am interested in NN. CSCO and LU are just too expensive unless they really get whacked, I am looking elsewhere. Hence now following this site. Great posts here, btw! regards Kirk

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