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

To: Doug who wrote (14141)	11/1/1999 6:26:00 PM
From: nick cash	Read Replies (1) \| Respond to of 18016

Doug, the action in the stock is what prompted me to take the position now (and, btw, why i resisted the urge @ 18 1/2). i decided that after ignoring what the stock was telling me when i bought @ ~25 1/8, i wan't going to make the same mistake again- especially given the magnitude of the position i'm willing to take (15-20% of the portfolio is commonplace for individual investors; but for a portfolio manager running client $, it's a pretty big stake <so is the 11% stake i have now, for that matter>). the stock sure is acting like they pulled out the quarter. hope it's not due to a confluence of ill-timed bottom fishing...... all information contained herein is for informational purposes only and does not constitute a solicitation or an offer to sell advisory services. equities noted herein are referenced in the context of the message and are not necessarily representative of any portfolio. both myself and clients of my firm currently hold a long position in nn. and, of course, all is clearly imo only........nick