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

To: James Calladine who wrote (17077)	2/16/2000 11:20:00 AM
From: Tunica Albuginea	Respond to of 18016

Calladine,RE:"ATM losing market share". I need to understand this. Maybe I am missing something here. The FCC just announced ATMs are a must for RBOCs. That means they are a must for any large CLEC. That means that every Tom,Dick and Harry Telco around the world will emulate the RBOCs. So where is ATM losing market share here? Point #2. NN has the biggest ,fastest ATM and is 2 years ahead of the next guy, LU. Everybody else is not even in the competition. In fact everybody else (NT, CSCO, SIEM, ) had to BUY theirÿ ATM ( FORE,Stratacom, ASND)ÿ because they had no in-house expertiseÿ to build one . The companies the bought, ASND, FORE etc., where buildingÿ tiny, not for the core ATMs, and we saw how they fared down town Chicagoÿ when MCI shut down for 10 days. So exactly where is the expertise to build better ATM s going to come from, all of a sudden, at LU,NT,CSCO, SIEM, etc. etc. etc.? . It takes time to do all this. These companies are putting a lot of effort in optical right now. They thought that was the future. Instead the FCC now comes in and trips them over. Now we are back to ATM, and we are just beginning. So I think the FCC pronouncement was a watershed event in the telco world . NN is sitting pretty now.ÿ They haveÿ an unsurpassable lead in ATM IMHO.ÿ Whoever buys them will become No 1 or N02 in the Telco world. Selling your NN shares now is the stupidest move one can make. The best move is to hold at least through Tues PM CC and then reevaluate. My best plan is for ALA to buy NN,ÿÿ onÿ a 1 - 1 or 1 to 1 1/2 share ratio,ÿ then continue to hold through the exchange and then see ALA double or triple in price over the next year. I will definitely stop day trading may current shares, and begin toÿ daytrade the new profits only. ALA+NN should become a futureÿ core holding. There is no reason ALA could not become a leaderÿ in optics too with the right investment and direction.Then they can have it all, TA ------------------------------------------------------------------------------------ To: zbyslaw owczarczyk who wrote (17076) ÿÿÿÿ From: James Calladine ÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿ Wednesday, Feb 16, 2000ÿ 9:21 AM ET ÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿ Reply # #17077ÿ of 17080 ÿÿÿÿ ALA: ÿÿÿÿ The stuff about ATM and losing market share later is more ÿÿÿÿ smokescreen. ALA, I am sure are looking at the whole picture of NN and see enough that makes them interested. ÿÿÿÿ "I can just hear somebody say: "Guys, you are the great leaders in ATM, we love that,(it's the main thing that interests us), but you know as well ÿÿÿÿ as we, that this lead is temporary and will not last. We can't afford to pay a lot for something that is going to decline in value, even in the ÿÿÿÿ relatively short term......." ÿÿÿÿ Best wishes, ÿÿÿÿ Jim