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


To: Tunica Albuginea who wrote (15951)12/17/1999 2:31:00 PM
From: Doug  Read Replies (1) | Respond to of 18016
 
T.A: You have it right except NN is a tech stock. As I see it we have a Bear market in value stocks and a Bull run in
the Tech stocks. The interest rate has already been factored in the value stocks.

IMO the Techs will be taken down before A.G makes the move.
In any case the end date is mid Feb. On past occassions NN has dropped with the clan and reached its low. NN's earnings are due end Feb which is also after A.G's announcement.

In brief, NN has a time frame between now and mid Feb to improve. In view of this scenario, I still think a sale would make better sense.

Would appreciate your comments. Thanks.



To: Tunica Albuginea who wrote (15951)12/17/1999 2:53:00 PM
From: Bob Howarth  Read Replies (1) | Respond to of 18016
 
TA: Next year energy prices drop 10 to 20%, CPI drops, etc. Interest rates will fall. If you don't believe me, do the following. 1- Determine that consensus estimate is that rates will rise next year. 2 - Check last 3 or 4 years and in each and every year you will see that the consensus was exactly wrong. This is a really weird phenomena that lots of funny jokes have been made about.