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

To: JS who wrote (15263)	12/2/1999 1:27:00 PM
From: Tunica Albuginea	Read Replies (2) \| Respond to of 18016

JS let me say it plain English; You ( we ) can all save our as*es very simply by putting a stop loss to NN. Here is what I envision will happen: Siemens for example will come in with a $40 offer. Stock immediately climbs to 33 ( but no higher, because as you say The market is SKEPTICAL that TM will sell at a price that potential suitors might be willing to pay ). There will be two camps of people and thought when that happens: a) Camp of those that don't trust TM: Great. What these people should do is sell at 33 for a nice 30% return. b)Those that trust TM and think he'll sell at 40. Great also: what they should do is hold for an even bigger at 40 plus potential tax savings from long term hold. When Siemens comes out with a $40 offer I don't expect for TM to grab CNBC's mike that same morning and announce that he is not accepting it. Doesn't work that way. After the offer is announced by Siemens it will be thoroughly discussed by the BOD were TM can make his opinion known. It will take a few days. Meanwhile stock is going to hang around 30-33. There will be plenty of time to jump for all the faint hearted. I think this is a win win situation. You can also Bank your last looney that when the Siemens offer is made the stock will jump to $30+. That is why you have to be in it before the announcement is made. Cheers and good luck, TA

To: JS who wrote (15263)	12/2/1999 2:40:00 PM
From: pat mudge	Read Replies (1) \| Respond to of 18016

But hey, I want this sale to go through because as I've told you before, this will be the fourth and last time I own this stock. If the sale does not go through, then we're in for some rough times (price wise). The only reason we're not at $16-$17 right now, is because of the POTENTIAL SALE. Wouldn't you agree? I certainly would not have bought more the other day, if I didn't believe that a sale was imminent! Question: why do so many refer to a sale going through? I understand TM's asked the board for a couple quarters to turn the company around and they agreed. MSDW has been retained to help guide them to the next stage. In other words, if TM succeeds they'll proceed along Path ABC, and if he doesn't, they'll take XYZ. I believe both scenarios involve IB services. I also understand that those kicking the tires are interested in the front left or right back but not all four --- or more accurately, all 18. If you analyze what NN has and what the possible suitors have, it doesn't take a lot of effort to eliminate which tires each would want or not want. About the only company out there that would want the entire rig is Starbucks and to my knowledge they're not in the running. And if anyone's really serious about handicapping what NN's up to, analyze those who've been let go. It won't tell you everything, but it'll be far more constructive than reading what's become little more than a pooling of ignorance. My comments included. I've got to lay off the double lattes. :) Pat