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

To: zbyslaw owczarczyk who wrote (15679)	12/14/1999 1:54:00 PM
From: Peppe	Read Replies (2) \| Respond to of 18016

ZO, Do you realize that everything NN does uses the 36170 ? Their ARIC card for LMDS terminates into a 36170. They have xDSL cards for the 36170 to make it a DSLAM. They're using a core ATM switch as a utility knife that tries to solve all problems. My point is, having one product with many names does not give NN a complete portfolio of products. If this strategy had worked, NN would not be in the rathole they find themsleves in now. peppe

To: zbyslaw owczarczyk who wrote (15679)	12/14/1999 1:54:00 PM
From: Bob Howarth	Respond to of 18016

Value is based on earnings. What earnings can an acquirer expect from these new products? This is a two way street. Maybe one of the products looks great on paper and at the first test site but ends up flopping. I sure wouldn't pay up a lot for these new products. I would say to NN that they can make the gains by holding MY stock after the acquisition, to PROVE the greatness of the products. Can't imagine paying up in advance. Especially since MY company is supplying the management that NN has NEVER been able to provide.