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

To: Peppe who wrote (16885)	2/7/2000 2:40:00 PM
From: zbyslaw owczarczyk	Respond to of 18016

Does this mean that every smaller company which sells to bigger one admit defeat? Or this is NN management which is admitting defeat on execution, certainly not technology or directions. Zbyslaw

To: Peppe who wrote (16885)	2/7/2000 3:06:00 PM
From: Tunica Albuginea	Read Replies (1) \| Respond to of 18016

Peppe, I tend to agree with ZO. I think even TM is smart enough, <vbg> to understand that bigger is often better and that consolidation in the telco space is the name of the game. Also that there are too many new technologies ( ATM, IP, Optic, Wireless ) for any one company to be No 1 in all. The fight for No1 position will be quite bloody and cut throat I think, as most of these fights are. I think TM is realistic. He believes in his technology, wireless and ATM and is simply repositioning himself for a bigger fight. I am not sure you can call this defeat.Could be just as well be called change of strategy. For example, El president went from a long haired, marching down the streets of Moscow, ca. 1960s, leftie, democrat, to a right winger, welfare cutting, non-tax-raising, dyed in the wool republican very successfully. He adopted their methods ( the Republicans'). Would you call that defeat? Maybe....for some. Most Americans however think he is a winner and they re-elected him. So perhaps you may be in a minority position now Peppe. :-) let's talk, :-) TA Message #16885 from Peppe at Feb 7 2000 2:32PM All of a sudden NN bashers are gone. What does that mean? LOL. It means the tape has turned and NN is finally admitting defeat by selling to a bigger competitor. Great news for the longs. peppe