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

To: zbyslaw owczarczyk who wrote (17283)2/18/2000 5:58:00 PM
From: Tunica Albuginea  Read Replies (1) | Respond to of 18016
 
ZO, don't you think NN should be worth at least $100+/ share? if
we use current telco multiples?

Look at ORCL: 24--->110.

I am looking for a similar repeat by NN.

Sooner or later the IP hype will get caught in a reality
down spiral.

Meanwhile while we are waiting decades to wire each home with
fiberoptic ( last mile ), NN/ALA will be hitting paydirt by the
truckload,

TA



To: zbyslaw owczarczyk who wrote (17283)2/18/2000 6:12:00 PM
From: Steve Fancy  Respond to of 18016
 
FWIW...

Recent reports pegging the deal's value at $6.5 billion, however, are too modest, he added. "That $6.5 billion number...is wrong," Cristinziano said. "It'll be more like $7.5 billion."

techstocks.com

FWIW, I remember ALA making very generous offers on the 3 aquisitions I recall from last year.

sf



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