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

To: Glenn McDougall who wrote (14659)	11/18/1999 9:33:00 AM
From: Doug	Read Replies (1) \| Respond to of 18016

Glen: Thx for the updates. My comments are as follows: a:Ericsson/Anyone: Cash take over by ERICY or anyone else is unlikely. For an investment of $6b, one needs to generate a gross return of atleast $600m. This is well beyond NN. Share exchange is more probable if it does not result in severe dilution of the Buyer. (20% max) b:Recovery Plan: Best scenario but results doubtful unless there are definte goals/targets for each division & incentive plans. R&D has a history of missed schedules and may be the weakest link. The Company has no NETworking Contacts with the new NSP's/CLECs. Developing these now is extremely slow and costly. Further, without a new Mousetrap, their U.S Sales have peaked. Different observations are welcome.