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


To: Tunica Albuginea who wrote (14761)11/19/1999 11:08:00 AM
From: Peppe  Read Replies (2) | Respond to of 18016
 
TA,

" With the 50/450 we will LEAPFROG the competition "

When was this ever about products ???

So there are two words that you 'll need to decide
Calladine, just two:
Leapfrogging and Murdering


TA, I've got a couple of words for you as well:

Dillusional, dreamer

How can you still be buying this crap from NN , anyway ... If I get bought and when I ship this box and when customers finally understand and when I get a sales force....

do you see a pattern developping here ???

Good luck...

peppe



To: Tunica Albuginea who wrote (14761)11/19/1999 11:21:00 AM
From: James Calladine  Read Replies (1) | Respond to of 18016
 
Tunica:

I missed the CC, so I was glad to get your reporting of it.

I am long 3k NN shares, a modest position, but at least
have some conviction that this will all work out SOMETIME.

I wanted to call attention to the poor financials in the
quarter so that as investors we could ask ourselves:

-- is the new management now capable of turning this
around? Is this really a new management?

-- are the steps being taken going to be effective, or will
they just give rise to massive one-time charges?

A 50/450 ATM line will no doubt find customers. But
will the product REALLY scale this way and when will the
scalability be demonstrable and available?

NN has not been shy in making great claims for the future
previously, but has not delivered well on those claims.

Do you see them regaining their credibility any time
soon?

Best wishes,

Jim