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

To: Frodo who wrote (17070)	2/16/2000 8:38:00 AM
From: zbyslaw owczarczyk	Read Replies (1) \| Respond to of 18016

ALA and NN can not talk to public right now, so any rumor can be created to fluctuate the price. Zbyslaw

To: Frodo who wrote (17070)	2/16/2000 8:47:00 AM
From: zbyslaw owczarczyk	Read Replies (1) \| Respond to of 18016

"He [Mr. Tchuruk] wants to be number one in something. And buying Newbridge would make Alcatel a world leader in ATM, at least for the time being," said one source close to the negotiations. "His direct reports know they can't maintain market share [in ATM], that it's sure to drop ... but he wants to buy it." They also forgot to mention that NN leadership in core LMDS + ALA access LMDS = No. 1 worldwide. It is so obvious that I do not think Mr.Tchuruk's EVPs are so stupid. This also tells me this rumor was invented by Street. As far as ATM drop. Well with FCC ruling everybody including RBOCs know that ATM will growth significantly over the next several years. Zbyslaw

To: Frodo who wrote (17070)	2/16/2000 8:56:00 AM
From: zbyslaw owczarczyk	Respond to of 18016

Siemens AG and Ericsson SA, big European telecom vendors who have reportedly looked at Newbridge, are not in active talks with the firm, sources believe. Because NN can not talk actively(at least officially) to many companies at the same time. I belive it is the law. Anyone would like to comment. Zbyslaw