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


To: Peppe who wrote (15827)12/15/1999 12:09:00 PM
From: Tunica Albuginea  Respond to of 18016
 
Good bye and good luck Peppe. Still friends.We welcome your
input here. Please visits us again.

I think though that you maybe misinterpreting President's statements:

" We are not talking to anybody right now ", means:

- we were talking last week
-we will talk to them again later
- they are thinking of coming back and talking to us later,
next week? few weeks?

What's wrong with trying to win over a few Carriers?
You mean like France? Germany? England? ( which they already
won).

Are CRISCO, LU, NT a tad jealous about that?

TA@onemorebitesthedust.com

Message #15827 from Peppe at Dec 15 1999 11:50AM

TA,

President said they weren't talking to anyone right now. There's a gap between what NN is worth and what TM thinks it's worth.

Looks to me like TM will try to pump up value of NN stock by flogging 50 gig switch and try to win over new carriers.

I sold all my NN holdings this morning. That's what I think of the strategy...(hope we're still friends)

Good luck to the longs,

peppe



To: Peppe who wrote (15827)12/15/1999 12:59:00 PM
From: Bob Howarth  Read Replies (1) | Respond to of 18016
 
Peppe and TA. NN won't get a decent PE until they show earnings stability and reliability, which takes 2-3 quarters.