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

To: Captain Jack who wrote (16500)	1/13/2000 8:27:00 AM
From: Bob Howarth	Respond to of 18016

To me looks like NN is a company finally right sizing itself, and exiting the "country club" business. Let me go WAY out on a limb and predict that NN won't be sold in next couple of weeks. Marconi leads the BT account in UK, Alcatel the SBC account in USA, which is why these companies are being selected as the suitors. IMHO: Once NN becomes a properly functioning business, with a couple of quarters of solid earnings, and with clear LMDS and 3DSL revenue projections (I assume 670 will be just fine and can be forcast wrt revenue now), stock will be in the 30's and then maybe NN may become a decent target. PS: The Stanford acquisition, to justify its price should generate at least 25 cents per share per year of earnings. Can't wait to see the business plan.