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

To: RP who wrote (14592)	11/15/1999 4:42:00 PM
From: Bob Howarth	Respond to of 18016

My only humble point is that there is a very large downside risk playing this game.

To: RP who wrote (14592)	11/15/1999 10:50:00 PM
From: Tunica Albuginea	Read Replies (2) \| Respond to of 18016

RP:TM's sale of NN should not be viewed as a defeat for him IMHO as ex investor relations Jim Marshall has suggested: "I think he knows he's lost the game." in globeinvestor.com John Chambers did not admit a loss when it became clear that CSCO did not have a luminary R&D dept and that it grew by acquisitions. You have to be smart: Selling NN will give TM another chance to fight, on more equal terms ( more money for R&D, bigger marketing dept. ) with bigger adversaries. It will just move the battle to a different field; one I think that will be more favorable to NN. It is up to him to try and craft that. I am certain any potential buyers would want TM to stay and continue to run NN and move it to higher ground. It is important that TM not let his ego cloud the vision: Live to fight another day or It ain't over till the fat lady sings We are still light years away from very fat bandwidths, TA Message #14592 from RP at Nov 15 1999 3:00PM "odds of a deal are better now than they've ever been"... globeinvestor.com;