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

To: gbh who wrote (14864)	11/20/1999 6:35:00 PM
From: zbyslaw owczarczyk	Read Replies (1) \| Respond to of 18016

gbh,Also, why do you think NN is worth 7x revs when "informed sources" say NN is looking for $40/share? what do you mean "informed sources". What you are referring to is pure speculation, based on press only. You know my history very well. I was and I am still positive on NN, and has been holding long position for long time, and have to say that my investment as of Friday did not appreciated very much (+15%). You know my intention and it is very clear since the beginning. You have to agree with that. On the other hand ( please, try to proof that I am wrong about you !!!) you are that most "dangerous" poster on this thread. Why? a) you claim that you are long on NN, at least based on takeover and at the same time you have been posting over the last two week much more frequently that any other bull on this thread and started big anti NN campaign. b) you are long on NN, and would like to get that best price but at the same time try to proof that NN is worth less, using speculative assumption like " informed sources said NN wants 40US, or saying that 50gig will not leapfrog other for long time b/c 450 will be deliver with delay, like 36190, knowing that 36190 is Siemens job where 50 and 450 is NN product. Yes occasionally I will attack LU, but not 5-6 times a day like you, who is long!!!!!! on NN and tring to put negative spin, using any possible mean. We do not have to talk every day about missteps of NN management, b/c it is obvious. You sound like big short or LU PR employee BTW, could you tell me why MCI need back-up network based on LU/ASND and did not have such network before. Why an addition network which I am assuming is not running on daily bases has to be build if original is so great. I assume that backup network is much smaller b/c is run only in emergency case. Please explain if I am wrong. Thanks Zbyslaw

To: gbh who wrote (14864)	11/20/1999 7:06:00 PM
From: zbyslaw owczarczyk	Read Replies (2) \| Respond to of 18016

Zo, Fore had a 40G switch that was shipping, with customers. Don't you think is this a bit naive argument. 50 Gig will be shipped in few months, and is based on the same software and most hardware like 12.8 gig. NN has huge customers based compare to Fore/Marconi and customers knows what to expect. NN traffic management is outstanding, but current switch is only 12.8 Gig. Soon you will learn about 50 list of functionality, until that time we better hold our conversation. Also NN has also stacking which will allow customers smooth upgrade of 12.8 to 50 if needed. The same is with 50 to 450. BTW, Marconi is general integrator of original BT contract given to NN in fall of 1997, and Fore 40 gig did nothing to NN account at BT. Make you own conclusion. Zbyslaw