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

To: fumble who wrote (15345)	12/4/1999 3:22:00 PM
From: Bob Howarth	Read Replies (2) \| Respond to of 18016

On LMDS. Just downloaded all the .pdf white papers from NN web site. Hope I learn why some tech buy side analysts are saying that NN is on the cutting edge here. Many of us, including myself, have taken some pretty cheap shots at TM. Mea culpa. TM has got to be one of the true leaders that have made possible the new Internet Economy. It's about time we all gave 3 cheers for TM. Must be pretty tough laying folks off. This has to be the cheapest tech stock, relative to the others in the relevant networking sectors, that I can ever remember seeing. I don't understand the basis upon which some analysts are saying that NN has fallen behind the technology that others have, except in the transitory sense of inevitable product transitions. How can one value the giant world-wide installed base that NN has? New products emerging + finally a competent cost conscious management, makes NN an incredible value. I take back every negative "drop to 15" comment I have made on this thread. Hope this does not jinx the stock.