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

To: Bob Howarth who wrote (15938)	12/17/1999 10:41:00 AM
From: James Calladine	Read Replies (1) \| Respond to of 18016

Bob: Reasonable logic, considering NN has a number of options such as: -- spin off the affiliates in a series of IPO's -- keep the affiliates but describe (in outline) their activities and the products they are going to bring onstream and when -- merge with a SUPERHOT optical company on a friendly share exchange basis taking advantage of the present insane valuations such companies have -- create the cutting edge Wireless to ATM to Optical solution that actually works (and soon) -- makes TM insanely rich, the staff happy, and shareholders radiantly joyous ongoing Short summary: If played intelligently by NN, much more upside than downside! Best wishes, Jim

To: Bob Howarth who wrote (15938)	12/17/1999 10:42:00 AM
From: Tunica Albuginea	Read Replies (2) \| Respond to of 18016

Bob Howarth, I agree with 1 and 2 but not with 3: ie I don't agree that NN will fail. Again folks that are surfing the web looking for investments need to sit down clear their minds of any distracting thoughts and think: We have the largest three Economies in Europe, Germany, France and England who have placed all their Telecommunications Networks, telephone, TV, and Internet on NNs switching platform. These are not dumb people folks. . They know what they are doing. NN is a leader in wireless/ lmds as well as adsl has never failed in R& D on a switch and they will not fail on the 50/450. By the time all 350 Carrier clients of NN get back into the 50/450, NN will be $45+. They will buy the 50/450, they have no choice. I think I note a nice development this AM on NN activity: The old price/ volume curve: It is moving up even when price is drifting down.That means that demand is slowly outstripping supply which means that sooner or later price will move up, TA Message #15938 from Bob Howarth at Dec 17 1999 10:30AM TA: NN revisited as follows. If takeover, make money. If try it on their own and succeed, make money. If try it on own and fail, then takeover gets you back to at least break even. What do you think about this logic?