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

To: Doug who wrote (14050)	10/28/1999 4:59:00 PM
From: zbyslaw owczarczyk	Respond to of 18016

But they are spending!!!, and not only b/c of competitors. Zbyslaw

To: Doug who wrote (14050)	10/28/1999 5:45:00 PM
From: zbyslaw owczarczyk	Read Replies (2) \| Respond to of 18016

Since, your mission Doug is to educate new investors, as you stated on many occasion,why I do not see your post about oversupply of broadband on LU,CSCO or ERICY threads. There are so many new investors who need to be educated about ?this hype? by great teachers like you. Everybody on this thread has already heard your story , now is time to educate others. I expect from you copys of you post about ?oversupply of broadband?from others threads. I hope you new students will score well. BTW, I guess you never learned in business school that on every R&D $, which end up in real , money making product, you will spend 3-5, depending on industry,which will end up only in technical reports, or in form of not very hot products. Good luck in educating others on LU or CSCO thread Zbyslaw

To: Doug who wrote (14050)	10/28/1999 6:16:00 PM
From: Rob Riordan	Read Replies (3) \| Respond to of 18016

Doug - I respect your posts, and your right to post them, even if I don't agree with a majority of what you say. Your latest spar with ZO over broadband growth does not ring true with me. From my own view of the world I see us in the early stages of a major bandwidth explosion, with all companies, including NN benefiting. Your macro arguments as they relate to NN could be valid IF you included all the other players in this space. If a company is going to see margins squeezed because of these macro issues you describe I would much rather be holding NN than a CSCO or LU. I congratulate you on your NN call. Given past history, however, it was not a very difficult call to make. I predict the stock will hit $30 someday in the future. Care to bet that it doesn't? You see what I mean -- history tends to repeat itself. And if history is to repeat itself we should see some nice upside on NN someday. The question ZO raised is an interesting one, and leads me to ask what your personal motivations are. Why are you spending so much of your time on NN when there are clearly much better companies to target. If broadband really is falling under margin pressures there are at least a half dozen companies that you should be shorting in addition to NN. Some are pure plays as well. Regards. Rob