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

To: Tunica Albuginea who wrote (15334)	12/3/1999 11:16:00 PM
From: thebeach	Respond to of 18016

beach-$40-----------$50--------------$60

To: Tunica Albuginea who wrote (15334)	12/4/1999 12:02:00 AM
From: Ian	Respond to of 18016

You take the money and run straight to the bank with it in case the deal falls through. Min price Terry accepts: $32 NT min/max buying price: $34 - $44 CSCO: $0.00 Ian

To: Tunica Albuginea who wrote (15334)	12/4/1999 12:09:00 AM
From: Charlie Tuna	Read Replies (1) \| Respond to of 18016

~20 Billion or ~$100 per share These Big Guys have spent this kind of money for less.As has been pointed out the the book value is not the main criteria.There is an infastructure market share war going on with major battles being fought for customers,IP and engineering talent.This is a Global War.There is lots of $$$$ chasing only a few "small" prizes. TM will get his price and a new job as a visionary as part of the deal. When the music stops the lucky shareholders of NN will be sitting pretty.The traders who gambled on one last SELL will be crying and the shorts will be cleaning out their shorts. This deal is gonna be rocky.Very much like how the fore buyout went so hold on tight and dont be fooled by a few up/down drafts.

To: Tunica Albuginea who wrote (15334)	12/4/1999 1:07:00 AM
From: Michael M	Read Replies (1) \| Respond to of 18016

$48 ---- $42 - $62 ----- $65 - $80

To: Tunica Albuginea who wrote (15334)	12/4/1999 8:58:00 AM
From: Tunica Albuginea	Read Replies (3) \| Respond to of 18016

NAME--Min.TM accepts---Min/Max.NT offers-----Min/Max. CSCO offers ---- ------------------------------------------------------------------------------ Ian --------------32------------------34-44--------------------------0 beach---------$40------------------$50-----------------------------$60 TA-------------$45-----------------$40--$60(1 - 1 1/2 shares)----$90 ( 1 share ) $48 --------- $42 - $62 ---------- $65 ----------------------------- $80 Charlie Tuna---100 Message #15334 from Tunica Albuginea at Dec 3 1999 10:58PM Jim Calladine?everybodY:Critical question: What price are we to consider adequate? Scenario: NT comes in at $40US/$60Can: Do we hold because TM will take it and because CSCO will come in with higher offer? Or, do we sell because he won't take it and price will drop back to 20s. I would like to open a competition; I will keep tab: Re: What is the minimum price at which TM is likely to sell? the min/max that NT is likely to go? *the min/max price CSCO is likely to ante up with? Just post it here; I will start ( all in US $ ): NAME--Min.TM accepts---Min/Max.NT offers-----Min/Max. CSCO offers ------------------------------------------------------------- TA------$45---------------$40--$60(1 - 1 1/2 shares)--------$90 ( 1 share ) TA

To: Tunica Albuginea who wrote (15334)	12/4/1999 9:18:00 AM
From: gbh	Read Replies (1) \| Respond to of 18016

do we sell because he won't take it and price will drop back to 20s. Way too optimistic. If word hits the street that a $40 offer has been rejected, the stock falls back to the mid to high teens. And there is little chance that TM, or anyone else, rejects a $40 offer. The stock hasn't traded at $40 on its own for almost 2 years. Gary