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Technology Stocks : Newbridge Networks

NN 15.28

-1.7%

Jan 21 3:59 PM EST

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To: Doug who wrote (10154)	3/9/1999 1:52:00 AM
From: Maple Leaf	Read Replies (1) of 18016

<<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.>> Doug, Am I missing something here? Sales through Siemens were 19%this qtr. vs.14-15% last. Assuming revenues were flat is that not an increase in sales through that channel? I guess what I'm getting at is the only reason we're discussing this is someone at Seimens or in the Media was wrong. Alan Lutz said in one of the last 2 C.C.s the relationship has never been stronger and with the increase in sales I'd take his word before something someone at Seimens said in the paper. Now how's this for a senario (this is all speculation based on no fact whatsoever).If both Seimens and Newbridge are a little light on the I.P. side of things and they're both buying companies in the Boston area,does it seem a stretch of the imagination that they would merge the 2 operations to form a subsidiary owned by both with product sold by both? Now that would be a strengthening of the relationship. F.W.I.W. Ray

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