Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Peppe who wrote (15676)	12/14/1999 1:42:00 PM
From: Bob Howarth	Read Replies (1) \| Respond to of 18016

I agree with you and have expressed these same thoughts. I don't think NN is worth more than 35 though. In fact 30-35 is a large premium to current stock price and NN should take it. This assumes someone is actually offering it!

To: Peppe who wrote (15676)	12/14/1999 1:47:00 PM
From: zbyslaw owczarczyk	Read Replies (2) \| Respond to of 18016

NN has the 36170 And in your opinion which sure add to quality of this thread NN does not have DSL gear. And of course 3dSL( TV, Video over copper) does not exist in your opinion and Kingstom Comm.(150 million pounds as reported by Bloomberg) and SBC decision to use it in Pronto project is only error in the press. BTW, I have not seen mighty CSCO in Pronto Project at all, not mention as a MAJOR vendor. Also NN's LMDS solution, at which you have been laughing at least by mid of 1999, including famous WIC case, has been scoring big way. Of course the licenses has been just awarded, specially in Europe, so nobody expected big revenue until now. BTW, b/c in Europe cable industry accounts for only 25% of TV distributions,LMDS and 3dSL(TV) will be the hottest. You have to separate technology and management execution. If someone will aquire NN, it will look what can be done with technology and customer base. Zbyslaw

To: Peppe who wrote (15676)	12/14/1999 2:01:00 PM
From: Tunica Albuginea	Read Replies (1) \| Respond to of 18016

Peppe!!!!! I am soooooÿ glad you showed up to discuss this. I have a simple question: Didÿ ÿLU, NT and CSCOÿ put, " their complete arsenal " Ethernet switches, routers, DWDM, Sonet ADMS, service selection gateways,ÿ dial access servers, xDSL gear, etc. together,ÿ anywhere , in a a single, world wide Carrier Network , successfully, without blackouts? Or Peppe, areÿ LU, NT and CSCO rather expecting Carriers to dish out a Gazillion dollars to buy these appliances, take 'em home, string 'em along and hope they work without crashing? Where is this network? That is my question Peppe. I need a name. In fact there is no name. This hasn't been done. What we have instead is aÿ veritable patchwork of switches from various vendors hookes up best we can and experimenting as we go along. NN can experiment right along with the big guys.ÿ Look at little Junioer taking it to CSCO , TA Message #15676 from Peppe at Dec 14 1999 1:27PM ÿÿÿÿÿÿ I can't believe how much this thread has deteriorated. Pat where are you ?? ÿÿÿÿÿÿ Are we just going to let TA and ZO speak uncontested ?ÿ ÿÿÿÿÿÿ OK, here's a reality check for whoever's left. ÿÿÿÿÿÿ NN bet the farm on ATM. They sold off their crown jewel (Cambrian) for 3 hockey sticks and a dozen pucks to Nortel. They made soem management changes and ÿÿÿÿÿÿ proceeded to severely over-estimate the ATM market. They then missed 5 of the last 8 quarters and Lutz got canned. Wallstreet wants more blood than that. ÿÿÿÿÿÿ In the meantinme, LU, NT and CSCO have been building up complete arsenals of gear that carriers will need. This includes Ethernet switches, routers, DWDM, ÿÿÿÿÿÿ Sonet ADMS, service selection gateways, dial access servers, xDSL gear, etc. ÿÿÿÿÿÿ NN has the 36170. Time to sell, and IMO NN is worth $35-$45 share. But they sure as hell can't survive alone. ÿÿÿÿÿÿ Cheers, ÿÿÿÿÿÿ Peppe

To: Peppe who wrote (15676)	12/14/1999 2:15:00 PM
From: Tunica Albuginea	Read Replies (1) \| Respond to of 18016

Peppe, in medicine there is a saying: " first do no harm ". That is a doctor should not treat if the treatment is worse than the disease. You are saying that LU,CSCO,NT " have built gadgets Carriers will need ". Well the Carriers are doing just fine right now; healthy; money rolling out of their pockets in buckets. Before they buy a cure ( the new gadgets ) the question is: Will they black out? Like CSCO/AT&T in 1997 Like LU/ASND Chicago 9/1999 Like CSCO ION , TELIA & The Manhattan project with Sprint. and if so, how much will that cost in PR like the black face MCI and LU got in Chicago which is likely one cause why their stocks are lagging. So IMHO Carriers don't have to buy anything rightaway. We got time to test. And with so many gadgets sold by so many comapnies we are not going to see a 100 yard dash sppeeds here on this, TA