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

To: Frodo who wrote (15846)	12/15/1999 1:57:00 PM
From: larry pollock	Read Replies (1) \| Respond to of 18016

Take the expected cash flow stream from the 50 gig, then the 450 gig, lets say for the next 5 years (assuming TM can get the products out the door, if he can match the orders with the shipments, and assuming that he can get the orders out by midnight, etc.). Discount that cash stream at say 8%. Then estimate the market value of the Newbridge property, facilities, including the golf courses. Lump all of that together, and what do you get? I don't have a clue! Go for $60, but settle for $50. OK?

To: Frodo who wrote (15846)	12/15/1999 1:59:00 PM
From: JS	Read Replies (1) \| Respond to of 18016

Just sold 50% of my position! Phew, that feels a lot more comfortable! Reason: Simple, this "go at it alone" strategy means, "we put it out there and didn't get anyone to bite" So now they put out this "new and improved" version and see if that sells. Sorry Flynn, your strategy is too transparent. Will keep half for longer term speculation. If the price drifts lower as I'm expecting, may pick up more in the teens. Conclusion: There's no sale 'round the corner, just a long rebuilding process. Unless....some desperate buyer shows up.