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

To: Tunica Albuginea who wrote (14810)	11/19/1999 2:22:00 PM
From: Tunica Albuginea	Respond to of 18016

Tim,this is a more complete flow of the posts at YHOO: messages.yahoo.com by: techtechtechtech (38/M) 11/19/1999 12:10 pm EST Bear Market Msg: 12310 of 12336 You certainly made a wise move last year. I put my money on Nortel at about the same time. It's another company riding the optical wave. The reason these people buy Newbridge is that they are brainwashed by the liars in the media. This is what one analyst had to say -- " Newbridge may have trouble finding a buyer because it does not have enough IP technology in its portfolio". Richard Woo says this when asked if Cisco would be interested -- " Does it need Newbridge's sales force? No. Does it need its customer base? No. Does it need its products? No." In fact, Mr. Woo said much of the technology that Newbridge brings to the table has been more or less abandoned by Cisco, which has diverted its research and acquisition efforts in the direction of optical networking -- an area where Newbridge doesn't play. In other words -- who's going to buy a company with outdated technology? Answer -- NO ONE. --------------------------------------------- messages.yahoo.com. 11/19/1999 12:30 pm EST by: daplus4 Msg: 12318 of 12330 Abandoned by Crisco because they made a stupid purchase and couldn't integrate the technology. What you would have us believe with your post is that Optical will be the only technology going forward. That is more than a tad off my friend. NN has several products that would help Crisco and when you say they(crisco) doesn't need NN's customers, I am wondering with which eye shut you make such an abserd statement. Crisco is dying to get into the Telco's who currently will have nothing to do with them. IP still cannot deliver QoS!!!!only ATM. Crisco's going in another direction was more out of desperation then a well thought out plan. If you argue this, and I'm sure you will, then tell me why they spent 4+ billion on Stratacom. Is their DD that myopic? If there is no market for ATM why did LU spend 20 billion on Ascend AND making huge revenue growth in the ATM market? Cisco need class 4 switches (that work)they need LMDS and 3dsl, programability and managability.....The fit in product, customer base and future technology is HUGE for Crisco's growth needs. You can't support a 117 P/E without some huge growth and the optical market isn't there yet. Cerent has added squat to the bottom line to date and probably won't for a while yet they thought 6 billion was a good price for a company with what 50 million in revenue and a bleeding balance sheet? Come on, lets stick to the facts. As for your "outdated technology" comment. The 50/320 gig switches scalable to 5terrabit is MONSTER LEAPFROGGING CUTTINGEDGE and can interface with optical. No fit here ah???????????????????????? ------------------------------------------ messages.yahoo.com. daplus4 11/19/1999 12:54 pm EST by: techtechtechtech (38/M) Msg: 12325 of 12332 Lucent is making big money with Ascend because they have focused on the CLEC market where ATM switching has shown good growth. Newbridge has completely ignored that market because they didn't have the foresight to see where the growth would be. Also, Newbridge has poor political antennas for now foreseeing the change in the regulatory environment that brought us deregulation of the industry. Lucent's move to buy Ascend was about filling that void. That's what happens when you have a company distracted by CEO who has too many outside interests and becomes complacent. You cannot survive in the technology industry with a hands off CEO. It requires a CEO who is vigilant, attentive to change and works long hard hours staying on top of things. Bad management means you don't survive in this industry. Have a good weekend everyone. ------------------------------------------- messages.yahoo.com. 11/19/1999 1:12 pm EST by: daplus4 Msg: 12328 of 12330 True enough but you don't spend 20 billion to fill a niche market void. They bought Ascend to also fill the void in selling to the SBC's of the world and to be able to offer the complete solution. I agree with your assessment that TM has too many outside interests and we longs can only hope that this last month has been his wake up call...time will tell on this issue. You hit the nail on the head that LU's growth has been in markets that NN has historically not played in which is the sole reason that the North american growth was flat and the market share stats were a tad misleading. Lu not only filled a niche but also positioned themselves to play where NN was more dominant. Can NN do a reversal on LU and now play in the Clec/ISP market?? not sure but if the 50 gig and soon to follow 320 switch prove out then I would have to say yes. These products will allow them to leapfrog back into the cat bird seat (at least for a while). TM has to much personal wealth to gain/lose by not taking this thing by the neck and shaking it vigorously so I believe he is now "back in the game".