SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Newbridge Networks -- Ignore unavailable to you. Want to Upgrade?

To: Serge Collins who wrote (14271)11/3/1999 12:37:00 PM
From: Glen McGlaughlin  Respond to of 18016
 
I happen to think that this $Billion plus company still has a sound product line and will continue to grow its sales,particularily outside of North America.A comment just picked up on ROB TV thinks the shares will stabilize around $20C at which time an entry point may make sense.......I concur!



To: Serge Collins who wrote (14271)11/3/1999 1:12:00 PM
From: gbh  Read Replies (1) | Respond to of 18016
 
Serge, the street is littered with the carcasses of potential networking winners. Its a little early to put Newbridge in the Madge category. Madge never achieved anywhere near a $2B run rate, and they were only ever focused in the LAN, token ring at that. Of course, there are those that liken ATM now, to Token Ring then <g>.

The road back for NN will be long. My guess is that the company will go on the blocks shortly. The first indication of this could be the scuttling of the STII deal. No need to encumber a potential suitor with still more baggage. In fact they should consider selling off borderline assets to clean up that nasty looking balance sheet.

The company needs to deliver the 50G, and at least demonstrate in the lab, the vapor 450G. This would pique someones interest, although I haven't figured out who. TLAB could certainly use the customer base, if it still exists in 6 months when these new products are more ready.

And we haven't bottomed yet, IMO. My initial prediction fo 10-12 still holds.

Gary




To: Serge Collins who wrote (14271)11/3/1999 1:40:00 PM
From: Doug  Read Replies (2) | Respond to of 18016
 
S.C: Are you predicting NN's chart to duplicate Madge's. If so, I give that extreme scenario a low probability.

I feel NN's current predicament is close to that of FORE. At one time FORE was under $12. Yet it was bought out for +$35 8 mths later and the buyer is doing quite well.

At current prices, the only negative I see is T.M's desire to continue his 3 year old Mgmt experiment instead of calling it quits.



HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News