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Technology Stocks : Newbridge Networks

NN 11.97

+5.3%

Nov 21 9:30 AM EST

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To: Matt Meagh who wrote (11212)	5/6/1999 12:49:00 PM
From: pat mudge	Read Replies (4) of 18016

I'm starting to wonder if the coal stoker has left the train. Matt --- You're point's well taken, but with a volatile stock like this, there are many chances to get in and out and in the process average down. I leave 2/3 of my position untouched and with the other third sell the peaks and buy the dips. I wouldn't call it a trading stock as the time between highs and lows can be months. As for coal stokers, I believe there will be some changes in the ranks. Now, if I were boss of the universe, I'd promote Alan to CEO and bring in a new COO and head of operations. And while I was at it I'd call K. Cyrus Hadavi, CEO of a private company Paragon Management Systems, and arrange a consultation. This company has supply chain optimization solutions already used by Lucent, Nortel, Philips, and many others. I heard their presentation at the recent H&Q conference and thought then it was a perfect fit for NN. Since 1994 the company's had 200% CAGR. SAP is one of their partners. (website: paragonms.com. ) Idle thoughts while waiting for the smoke to clear. . . Pat

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