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

To: thebeach who wrote (14907)11/22/1999 11:51:00 AM
From: Tim Luke  Read Replies (1) | Respond to of 18016
 
IMO all upside from here



To: thebeach who wrote (14907)11/22/1999 11:55:00 AM
From: Peppe  Read Replies (2) | Respond to of 18016
 
Nortel and Cisco will vie for the spoils.

I disagree. No reason for either one of these companies to spend billions on NN.

ALA, TLABS, ERICY(despite their announcement today) remain the top 3 contenders, IMO.

Also like the JNPR, SCMR start-up angles as a dark horse.

peppe



To: thebeach who wrote (14907)11/22/1999 12:02:00 PM
From: Tim Luke  Respond to of 18016
 
anyone not taking advantage of NN here will be sorry



To: thebeach who wrote (14907)11/22/1999 12:11:00 PM
From: Doug  Respond to of 18016
 
thebeach/anyone :Hopes of ALA,ERICY and SIEMENS have fallen by the way side.The new selection now seems formulated out of desperation.

It does seem that NN is bidding time. I think we need to consider what this entails and what is its purpose. Surely they cannot hope to play this game for the next 6 mths whilst their 50g Switch is trial proved.

I find todays news disturbing but in line with my doubts about NN's intentions.


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