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

To: Rob Riordan who wrote (14053)	10/28/1999 6:34:00 PM
From: Peppe	Read Replies (1) \| Respond to of 18016

Wow, pretty emotional times on the NN thread these days. FWIW, I've decided not to bet that NN has bottomed out and instead have decided to go long on Dell. I feel Dell at $38 3/8 is less risky than NN at $19. I'm not convinced that NN will make this quarter. I've never seen a company install an ERP package in 3 months and fix their manufacturing woes this quickly. It's that darned credebility thing. NN just doesn't have any right now. Bonne chance to all, and ZO, relax buddy. Life's too short. Peppe

To: Rob Riordan who wrote (14053)	10/28/1999 7:06:00 PM
From: MangoBoy	Respond to of 18016

<< 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. >> Why? Margin squeeze likely won't be uniform across all product lines. LU and CSCO are more diversified; they stand to weather pressures in individual product categories more ably. For better or worse we're now in the era of "bigger is better". T, WCOM, CSCO, LU, MSFT, et al. occupy a lot of space and what they don't yet occupy they can enter quickly (e.g. CSCO's acquisition of Cerent) with their deep pockets. Being "best in class" just isn't enough anymore (R.I.P. Lotus 1-2-3, WordPerfect, Borland, Banyan); breadth of product line, unified customer support, and cross-line synergies are big selling points now, as well as having a single global sales organization. Even if NN was hitting on all cylinders I thinks they would have a hard road ahead.

To: Rob Riordan who wrote (14053)	10/28/1999 9:14:00 PM
From: Doug	Respond to of 18016

Rob: The concern about the current supply of Networks was made on Public Television and I found them rational and logical. You are entitled to differ because that makes a market. History shows that during any economic squeeze, the weaker Institutions get squeezed more than the bigger ones with a diverse portfolio of products and talent. The performance of our small and Midcap stocks vrs the Big caps is a good example. Similarly a Mutual Fund carries less risk than a single investment.The bigger Companies are better equipped in different ways to withstand any pressues on their margins. This is simple logic which you may find galling to accept. The call I made involved two items viz a date and a price. It is not a call "in the future". You are ofcourse entitled to make a bid into the future. Hopefully some hopeless and desperate Investor may find it captivating. I was not aware of any Medium size Broadband Companies with a cyclic chart that compare to NN. Would be nice if you could post some names so that I can check out whether they match NN's risk/reward. Thanks.