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

To: Ian@SI who wrote (14710)	11/18/1999 7:45:00 PM
From: gbh	Read Replies (3) \| Respond to of 18016

And there's much upside remaining. I don't think even the staunchest NN bear would say there's any takeover premium yet in the stock price. Ian, I'm a NN agnostic. As I posted this morning, I entered only for a takeover play. That said, you must be kidding to say there is now no takeover premium in the stock. Why do you think the stock traded up after hours? One reason, and one reason only. That's takeover premium, my friend. If they were to be taken tomorrow, I'd guess the price would be well south of 30. Lets face it, this quarter was a HUGE disappointment. IF they could string good quarters together, they wouldn't be for sale. Gary

To: Ian@SI who wrote (14710)	11/18/1999 8:11:00 PM
From: Tunica Albuginea	Read Replies (3) \| Respond to of 18016

Ian, to sell or not to sell: that is the question. Is it better to get instant gratification and sell tomorrow at the open? Or should we look for a higher high after the first 20 min, when beleaguered shorts throw the towel in, as NN rises inexorably higher and higher and effect a nice short squeeze? Or, is it better to go to sleep and perhaps dream. Dream...... The hottest switch maker, a full 50 GB scalable to 5tbts force is up for sale.Really? Finally? Spurned damsels ERICY, SIEMENS?, others are finally rubbing their eyes. The last pearl in Telcos and the most prized for sure. After looking at the fact that NN is putting their house in order, looks like for real this time, greed will immediately set in. " Who will get it? " "We can't afford to let the other guys have it". "OK market cap 4 bill, we have enough stock for sure to at least double their market cap to 8-10 bill. can't we?". " We got to act quick, before the other guys come in with an offer ". "Let's be nice to them: better chance of coming with us ". " Not necessary to wait for DD. We did that already when they were in a worse shape. Let's go and get it over. Do it now. At most they will say no then we'll wait till they become really hot with wireless ATM and the new ATM that leapfrogged us, and we'll pay a premium price". I am looking at ORACLE: 24 to 74 in 3 months!!! So Ian: what's the game plan here? After waking up from the dream this is what I decided: I will wake up tomorrow, get the cup of coffee and sit and reevaluate; read the papers; read a re-digested report of the cc.Listen to Maria: " there is NN stock in size here to buy ". For non day - traders ( excludes me? maybe ), this is an open and shut case: H...O...L...D. TIME is ON YOUR SIDE: This stock just darted out of the gates and is starting a ride towards doubling.Just a question of time: 6 - 12 months. For day traders...... well..another stomach churning day... where is my Maalox son? back later, TA