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

To: Tim Luke who wrote (14790)	11/19/1999 12:55:00 PM
From: gbh	Read Replies (2) \| Respond to of 18016

Exactly, why TLAB won't buy them, and whoever does will not pay the greater than 50% premium everyone here thinks. If the buyout happens quickly (this quarter), the premium will be low. It will take at least this quarter, to clean up the mess from the last two. Gary

To: Tim Luke who wrote (14790)	11/19/1999 1:14:00 PM
From: Doug	Read Replies (4) \| Respond to of 18016

Tim: From what has been said about the Financial & Sales, it would appear the worst Q may be ahead. If that is the case, it is more likely that NN has to negotiate a sale now rather than after next Q. If I recall FORE had the same strategy. It tanked to a low of 14 (bad Q); with an assist from a leak moved to 24 pre announcement and sold at $35. The whole process took 6 weeks from the low. Extrapolating from that, NN should move up & base around $24-26 for 3 weeks and be sold for a $10 pop by end Dec/early Jan. This will enable NN to disregard next Q. A tactic also used by DIGI prior take over by ALA. The OBV for the next 2 weeks should confirm if this hunch is correct.