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


To: Peppe who wrote (15231)12/1/1999 10:48:00 AM
From: Tunica Albuginea  Read Replies (1) | Respond to of 18016
 
Peppe , nice try but I don't buy it. Never forget that
Crisco is just a glorified, giant , networking Investment Bank.
Tha's all. They go out, buy start ups, put their name on it
and sell it.
It has helped them also that
-they were first on the block before NN
-that some Yankee pride is involved: " buy American "( NN is Canadian)

I will give them credit for it, and it has helped them grow.

However their R&D sucks.
And their attempt to design networks by buying parts at
KMart and reassembling them for you is pathetic technology
and the market proved that when The Carriers in mass
gave/are giving Crisco a kick in the butt.

And so now in this age of fast telco development I think
the big C ( for Competition ) is looming large
on the horizon. They will hit a speed bump, not be able to sustain that growth,
and because of their morbidly obese PE will drop down like a lead balloon.

It will be very ironic if NN and New Pardner are the ones that puncture
little fat Michelin baby but hey, what goes around comes around,

TA