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


To: Tim Luke who wrote (15834)12/15/1999 1:11:00 PM
From: James Calladine  Read Replies (1) | Respond to of 18016
 
Thanks for your comments here.

Before you go--CS in your view will sell for $?

Timing? Candidates?

Is there still money to be made, since it has moved up a
lot from the low of $6.30 or so?

What do you think?

Best wishes,
Jim



To: Tim Luke who wrote (15834)12/15/1999 4:08:00 PM
From: Charlie Tuna  Read Replies (3) | Respond to of 18016
 
Flynns comments affect on buyout chances may not be much.
His earlier statements regarding long term
goal (4-6 months) for out sourcing support
and mass mfg are consistent with his current
statement.He is proceeding as if there is
no buyout.Any buyout neg will be done by
thru BOD and TM.Flynn knows what his job is
and is doing it quite well.The meeting tomorrow
will be some more of the same dog and pony show
that started a few weeks back.This will piss off
some analysts who have been hyping the take over
prospects which may create an excellent chance to
get back in cheap.

My pick is NT and soon.These guys want to GROW
into the ASP bus...for example look at the cnqr
e-workplace deal they just did.NN can help em
with these connections.Also it would be UnCanadian
for them not to buy NN(no joke).