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Technology Stocks : Newbridge Networks
NN 15.12-2.8%2:34 PM EST
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To: pat mudge who wrote (10152)3/8/1999 11:53:00 PM
From: Doug  Read Replies (2) of 18016
 
Pat: Investors in Siemens and NN have no choice of derivatives regarding the various Depts. The shares of these Companies are traded on their holistic valuations. The relative prices of both these Companies are dictated exclusively by their total earnings/revenues.

We have ample proof in this quarter that NN is far more sensitive to any slow down in sales by the major partner in the Alliance. If there is a further decline in sales thru Siemens and that sales is not compensated for, NN will be mauled .Siemens will at worst be grazed lightly.

For the time being,Siemens has assured us that the Alliance is intact.I hope it means the sales percentage will either hold or improve.
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