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

To: Doug who wrote (14526)	11/13/1999 2:17:00 PM
From: Michael M	Read Replies (1) \| Respond to of 18016

That, I understand, Doug. Thanks. I am of the opinion that a "good price" will buy enough shares to fight TM and the "right price" will buy enough shares to send him packing (if that's what he wants). As for brilliant R&D folk, I suspect they like money as much as they like Terry. If not, get some new ones.....I presume the intellectual property conveys with title to the company. IMO, hostile works - but, only if the first offer is strong enough to create real momentum.

To: Doug who wrote (14526)	11/13/1999 2:20:00 PM
From: Tunica Albuginea	Read Replies (1) \| Respond to of 18016

Doug, I doubt TM will take his engineers in a take over attempt and restart business elsewhere. This is a very labor intensive, capital intensive business. With TMs current record of return on capital I doubt that there will be too many folks investing in him. There are two parts to a business: A tech part ( TM good at that ) and a business side, TM bad at that. Investment Bankers understand very well the great importance of business saavy. I don't think TM will have many followers. Also engineers would be crazy to leave when, if acquired by a larger co, they will have the safety of their jobs guaranteed and have prospects of more R&D money flow to take them to new heights. Also, few of us are indispesable: there are many new engineering, hungry, young grads, full of energy, ready and willing to take the ball and run. I say put an offer on the table and let us see what happens, TA