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

To: Tunica Albuginea who wrote (17355)	2/20/2000 3:16:00 PM
From: Bob Howarth	Read Replies (1) \| Respond to of 18016

Gotta be 1-1 with ALA. You can find software companies with 8 billion dollar market caps that have no earnings for at least 2 years, and less than 100 million in revenues. If NN technology is not even worth some rinky dink B2B or CRM software, then I give up! I am worried that PR machines at rivals to ALA/NN combo will spread as much FUD as possible to try to scare ALA shareholders off a deal. It is against the interests of the big 3 that this merger occur. They have lots of money and many contacts on Wall Street.

To: Tunica Albuginea who wrote (17355)	2/20/2000 6:39:00 PM
From: Peppe	Respond to of 18016

TA, With CSCO expanding in Ottawa, I'm sure they looked at NN and affiliates. There is a drastic shortage of engineering talent in this business and NN is trading at a relatively low market cap. CSCO could acquire thousands of engineers for slightly more than the $7 billion it spent to buy a 300 person company (Cerent). That being said, CSCO is after NT's optical engineers in Ottawa. Bell Northern Research is second only to LU's Bell Labs in talent. And all CSCO employees get stock options, unlike NN and NT employees. Fun week ahead indeed, peppe