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

To: James Calladine who wrote (14777)	11/19/1999 12:13:00 PM
From: Tunica Albuginea	Respond to of 18016

Calladine, I would love $60 but we don't have time to wait, even 2 or 3 quarters. The telco / Internet revolution is moving at warp speed. Innovations are a daily event by the truck load. NN to their credit has gone a very long way on their own considering their limited resources. TM is now satisfied that he tried, did his best, to be No1, from scratch, AND without BUYING R & D,products, inventions, like everybody else, ie they tried to do it with sheer brain power only. It didn't work, but to TM I think it was worth the effort. So now we have a new plan, called " join forces ". I am ready, CSCO, LU , NT, here we come!!!!!!, TA

To: James Calladine who wrote (14777)	11/19/1999 12:19:00 PM
From: WTSherman	Read Replies (1) \| Respond to of 18016

Fool me once, shame on me... Fool me twice, shame on you... Fool me over and over and over and over... And I'll continue to invest in your company. I find it hard to believe that so many contributors on the thread are taking the statements from TM and his new Prez as seriously as they are. What is it you would expect them to say? "Oh, well we're going to roll over for LU", of course they're going to say that they are going to "kill" them! At this point, if they didn't come on as super confident the company would just start to wash away. Banking on quick and remarkable success from new products is a very risky bet. Much can and usually does go wrong. Moreover, with the company's market position, ownership, technology resources, etc., now in question it will make it even harder to sell into the big accounts. If NN is going to be bought out it will happen in the next couple of months, IMO. It will all depend on what TM's real attitude on this is. Judging from the new "strategic" plan, the stuff about being "open" to a takeover was likely little more than a sop to the board and frustrated shareholders. I still am very doubtful he will be willing to sell, except if a remarkable offer comes in(which I doubt, too). Instead he will try to make a go of it on his own. He has a chance of succeeding, but, I don't think its a very good chance... All that said, NN remains an interesting speculation. Another failed quarter will surely lead to a buyout, probably at fire sale prices($25-30/US). A decent quarter will support a market price in the $20's and help boost speculation about a better buyout price. I think options are the way to play it with minimum risk.