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

To: pat mudge who wrote (14671)	11/18/1999 12:34:00 PM
From: gbh	Read Replies (2) \| Respond to of 18016

PAt, what is your opinion on what businesses TM and the board will choose to exit? Obviously, ATM is safe. I would think LMDS is also safe. Is it possible they will try to selloff the entire TDM piece? This would set the company up again for growth if they choose to try and go it alone, and position the company for takeover by eliminating the biggest growth inhibitor. Personally, I feel the company is incapable of effectively competing any more with CSCO, LU, NT, and ALA. Also, I think ERICY would need much more than just NN to compete. I bought some shares this morning as pure takeover speculation. I have little confidence in this company on their own. Gary Gary

To: pat mudge who wrote (14671)	11/18/1999 12:41:00 PM
From: Ian@SI	Read Replies (1) \| Respond to of 18016

Pat, Lutz was brought in to do a job. He didn't do it. He was fired. While I have no first hand evidence, some posters here believe that NN was losing an abnormal number of staff during Lutz's tenure. If that's true, then he had to go before NN's IP walked out the door. The posters have some credibility as I've heard Lutz on a conference call declare that "they'll achieve my objectives, or their heads will roll". [my paraphrasing, not his precise words] The Attila the Hun approach to managing people has never worked in IP heavy companies and probably never will. Besides the fact that NN no longer has Alan Lutz as an employee, what competitive threats exist today that didn't exist a month ago? i.e. - NN's prospects are just as good today as they were last month. NN's customers could care less whether or not Lutz is COO. And if the emerging products are destined for the much anticipated success, the street will follow. I do agree that NN's price is not likely to move up sharply prior to credibility being firmly established. FWIW, Ian.