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Technology Stocks : Newbridge Networks
NN 14.52+6.1%3:59 PM EST
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To: pat mudge who wrote (11477)5/12/1999 7:56:00 AM
From: Peppe  Read Replies (2) of 18016
 
Pat,

Up until the 45 gig upgrade becomes available, NN and NT have a window of opportunity. CSCO is NOT conceding the core ATM market. They are focussing on the edge, which is a much larger market.

The opportunity for NN is an 8 month window. They have to execute and close all the deals they can in this timeframe. If the can do this, they can secure major ATM deals for years to come.

As a side note and a CSCO shareholder, all CSCO longs are ecstatic at yet another 2 for 1 split. This is my 4th split since owning CSCO; it's been by far the best investment I've ever made. That's why I defend CSCO so adamantly on this thread. I'm sorry if I go overboard.

For all the NN longs, I sincerely hope they execute and bring you the returns I and others have enjoyed in CSCO. The opportunity is there, if they execute.

Cheers,

peppe
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