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

To: Michael M who wrote (15994)12/20/1999 8:06:00 AM
From: Peppe  Read Replies (2) | Respond to of 18016
 
Michael,

Cisco and Nortel bought Optical gear, specifically long haul DWDM equipment vendors.
I don't undersatnd why you'd think this would help fuel NN's valuation. In fact, if TM holds out much longer, they better put up some numbers this qtr. Otherwise, we may very well see the mid-teens.

peppe



To: Michael M who wrote (15994)12/20/1999 8:26:00 AM
From: blaireo1  Read Replies (1) | Respond to of 18016
 
Michael,

<<Looking at what Cisco bought tonight and what Nortel bought last week, I doubt if Terry's selling for much less than 10 billion, if that. Much as I'd like a Christmas windfall, I don't care. NN is going up.>>

... only if Newbridge changes its name to Newbridge Optical Networks... and provided that prospective buyers don't undertake rigourous due diligence. :-)

Blaireo


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