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

To: Doug who wrote (15206)	11/30/1999 2:03:00 PM
From: Tunica Albuginea	Read Replies (2) \| Respond to of 18016

Doug, I don't know. It is clear to me though that the company is restructuring itself for a sale and that that is the main focus right now . The signs are all over. Flynn is doing a rush job. Folks are getting laid off etc. They want the buyer to get a " down to the essentials, pristine, NN ,that they can immediately incorporate into the new company without having to deal with human resources problems. This is the main focus.If nobody comes in to buy NN(an extremely unlikely event IMHO ) then all this restructuring and focusing on your core expertise will pay off big for NN in the future anyway. I think however that the BOD made it clear that the name of the game in the telco Industry is consolidation or as Chambers said " one stop shopping ". Today's networks are too complicated, between the core and the edge, routers, ATM, fiber optic, whatever , for any single telco carrier IT Dept. to figure out how to put it all together/ what to buy, how to bill customers for what etc, etc.. They will depend on a big-name company to do it for them. That is where CSCO, NT, Siem,ERICY, ALA come in. One of them will pick up NN; an essential part of the backbone. Then you mix that with IP and you have telco-soup and you serve it. That's all there is to it.The winner is the one with the best soup.You'll have 5 star, 4 star and 3 star restaurants and foks can chose, TA