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Technology Stocks : Newbridge Networks -- Ignore unavailable to you. Want to Upgrade?

To: Doug who wrote (14045)	10/28/1999 4:42:00 PM
From: zbyslaw owczarczyk	Read Replies (1) \| Respond to of 18016

Doug since you are so great analyst and visionary, could you explain why those "blind executives" at SBC decided to spend 6 billions $. May be you should advice them, or short SBC Comm., since they are going to dump 6 billions $. As those with greater R&D $, they were not able to make their own ATM platform so they spent 25 billions to buy them. IBM had great R&D $ and SUNW was created and is eating IBM lunch. There is a difference in having big $ and knowing were to go. We can accuse NN of not executing, but you can not complain about their products and innovation. We'll see how everything will develop. Why don't you post that same vision of oversupply of broadband on CSCO , NT or LU thread. What are you waiting for. It is very pertinent for, as you say "new investor" on LU or NT to be educated