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: Bob Howarth who wrote (15804)	12/15/1999 10:48:00 AM
From: Tunica Albuginea	Respond to of 18016

Bob Howarth: next year inflation will be higher and so interest rates.LU, CSCO and NT with their astronomical PEs will fall rapidly along with all the Internuts. Where are LU and Co going to find the money to Finance? With cheaper shares ? Or maybe they own a Bank we don't know about? And then Finance what? Non-Carrier hardy switches? Come on Howarth nobody is going to kid the Carriers. AT&T and Vodaphone Mannesman will be using NN ATMs and wireless souped up switches and unless other Carriers fall in line they will have their meals too eaten up by the best NN ATM. Optical routers may get you around the block at the edge and maybe wade a little at the core, but we are not going to be taking Transatlantic trips with these rubber boat. TA Message #15804 from Bob Howarth at Dec 15 1999 10:38AM Remember what INTC did to AMD? They used sales of high end chips to attack AMD on low end chip prices. MSFT gave browser away to destroy Netscape. LU/NT/CSCO will subsidize sales from other areas to attack NN in exactly the same way. Gotta have scale or the big guys have you for dinner.

To: Bob Howarth who wrote (15804)	12/15/1999 10:52:00 AM
From: James Calladine	Read Replies (2) \| Respond to of 18016

GOTTA HAVE SCALE? or the big guys destroy you in the market? Agree, HOWEVER: Flynn makes the point that they have to choose where they are going to compete since they CANNOT compete against the entire range, which is now too vast. Does anybody on this thread think that NN is in the same league as CSCO, NT, LU? I doubt it. But can NN thrive and even prosper on the basis of: -- capitalizing on their customer base -- being the innovation and reliability leader in several well chosen synergistic markets I think so. To me the questions are: 1) are they going to be bought in the immediate future? 2) if not, what exactly ARE they going to do? 3) will they actually do it? 4) can they consistently play in the EPS game? Maybe I am gigantically naive, but I am modestly optimistic on all counts. Best wishes, Jim

To: Bob Howarth who wrote (15804)	12/15/1999 10:54:00 AM
From: Tunica Albuginea	Respond to of 18016

And we saw what that strategy has done for MSFT and INTC at this time. They are getting a haircut even as we speak, TA Message #15804 from Bob Howarth at Dec 15 1999 10:38AM Remember what INTC did to AMD? They used sales of high end chips to attack AMD on low end chip prices. MSFT gave browser away to destroy Netscape. LU/NT/CSCO will subsidize sales from other areas to attack NN in exactly the same way. Gotta have scale or the big guys have you for dinner.