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

To: Doug who wrote (14799)	11/19/1999 1:15:00 PM
From: Tim Luke	Read Replies (1) \| Respond to of 18016

From what has been said about the Financial & Sales, it would appear the worst Q may be ahead. >>> IMO it doesn't matter...NN will be bought long before those numbers are out

To: Doug who wrote (14799)	11/19/1999 1:23:00 PM
From: zbyslaw owczarczyk	Read Replies (2) \| Respond to of 18016

Doug,if someone(?)will buy NN, it will do it for what can do with 50 and 450 gig,plus LMDs and 3dSL for the next 4+ years, and not what the next Q will look like. It is obvious that with 50 gig timing Q3 will be flat to modestly down. You are to focus on near future technical numbers. Many aquisitions in the technology arena would have never happened if buyers would look only on the next Q. Zbyslaw

To: Doug who wrote (14799)	11/19/1999 1:24:00 PM
From: Tunica Albuginea	Read Replies (1) \| Respond to of 18016

Doug, I tend to agree with you, FWIW, TA To: Tim Luke who wrote (14790) From: Doug Friday, Nov 19 1999 1:13PM ET Reply #14799 of 14800 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.

To: Doug who wrote (14799)	11/19/1999 2:33:00 PM
From: fumble	Read Replies (1) \| Respond to of 18016

Tim: From what has been said about the Financial & Sales, it would appear the worst Q may be ahead. The CC mentioned that there will be minimal revenue from the 50G in the next qtr, possibly into the one after that. If the lower 36170 revenue is due to customers waiting for the 50G, then 36170 will also be down. That leaves LMDS and 350 DSL to pick up the slack in the top line for the next couple of quarters... Because of the continuing nature of the product transition, the stock will probably dance around quite a bit. General gloom with an occasional 'event' - a contract win here and there - perhaps even a buyout :-)