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

To: Doug who wrote (14213)	11/2/1999 3:43:00 PM
From: gbh	Read Replies (2) \| Respond to of 18016

An earlier Contributor mentioned that NN's product lists for the American market are no longer "State of art". Doug, don't misunderstand me. Although the 36170 is aging a bit, its life cycle is still intact as an edge switch. However, it can't compete as a core switch today with larger carriers. Even TM stated this in the CC. This puts NN at a tremendous disadvantage for those carriers wanting a heterogeneous solution (most???). The reason for the lack of a true core switch in the product lineup right now, is the failed 36190 effort. Apparently, the 36170 could not scale beyond 12.8G in any meaningful way. You wouldn't this by reading the literature on the website... Gary

To: Doug who wrote (14213)	11/2/1999 4:00:00 PM
From: Michael M	Read Replies (1) \| Respond to of 18016

Don't have strong view re. time/value question. I do believe NN is (in a day or three) more likely to rebound once or more to around 20 than it is to slide much. Takeover rumors alone may lift the stock. In six - nine months, anything is possible (not saying, "likely"). Given what the players are paying for fresh meat (and very little of that) NN is a compelling target. Unless TM decides to fly it straight into the ground for spite, it will never (probably) be a better bargain than it is this week. Depite personal style, TM might find the heat a bit much if someone threw an actual number on the table for all to see. If no bid in next few weeks, we're likely in for a long winter night (how Canadian). zzzzzzzzzzzz