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

To: zbyslaw owczarczyk who wrote (16763)	1/31/2000 11:55:00 PM
From: Claude Robitaille	Respond to of 18016

(Applies to: NN FNSR) ON24 Video Investor Alert: ON24/TalkOnStocks: Finisar CEO Rawls Sees Huge Fiber Optic Future Jan 31, 2000 (BUSINESS WIRE) -- Jerry Rawls discusses dealing with fiber optic networker Finisar's huge November IPO. He says the company is one of the few to go public in 1999 that was already profitable. Rawls discusses the company's connection as a major supplier to Newbridge Networks. For the complete streaming video story users should access on24.com

To: zbyslaw owczarczyk who wrote (16763)	2/1/2000 7:33:00 AM
From: Glenn McDougall	Read Replies (3) \| Respond to of 18016

A interesting article in today's Globe and Mail. It talks about BCE, SBC striking a relationship with the new FT Global One group. Think of the implications for NN. Random thoughts...imo on or prior to the release of the 450 for testing MCI/Worldcom/Sprint will become a major client of NN...I expect a very strong Q from NN...my current thinking is the company has between a 70 and 75% chance of being sold or strike a new relationship this month...the question is to whom...imo NN has the technology currently to over double their share price the problem is the past missed Q's will hold down the share price for some time to come...I have increased my NN position, I think the stock is very much undervalued based on the new products they have...I don't think Siemens will be in the race to purchase NN. Regards Glenn