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

To: Elmer Flugum who wrote (16558)	1/22/2000 5:21:00 PM
From: Bob Howarth	Respond to of 18016

No mention in VL report about the new switch and the claimed 18 month lead. That information is readily available to anyone. Also says "Siemanns, Nortel, Ericson have all shown a desire to acquire NN". How about a link, VL? I thought it was ALA or Marconi! Report states share price up on takeover speculation alone. Golly, I thought it went up when new switch was released into trials, and it has continued going up as NN recovery plan plus new products / focused strategy were revealed by Mr Flynn. I sure am stupid. NN "must significantly upgrade its client base". Golly, I am really stupid to believe that they already have a very large installed base, the size of which is not the problem that NN has. Finally, the analyst stumbles upon the obvious fact that it is very difficult to compete against the big guys. Really? I never would have guessed.