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

To: Bob Howarth who wrote (17387)	2/21/2000 1:57:00 PM
From: James Calladine	Respond to of 18016

BID PRICE: As many people have said, many times over, I can't see TM being even vaguely interested in the $36 to $40 range, for the reasons: 1) NN has traded much higher in the past and is not necessarily a lesser company now, taken altogether 2) this is a very frothy market, with all kinds of comms equipment companies commanding huge prices I view the news about $36 to $40 prices as pieces of PR seeded by the acquirer, to give them a bit more time in the market to acquire shares. Best wishes, Jim

To: Bob Howarth who wrote (17387)	2/21/2000 2:07:00 PM
From: Tunica Albuginea	Read Replies (1) \| Respond to of 18016

Bob ..IMAGINE....PICTURE... ALA/SIEM/NN/JNPR..unbeatable: from ALA/elmatador post: To: Steve Fancy who wrote (1002)ÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿ Saturday, Nov 13, 1999ÿ 4:10 AM ET ÿÿÿÿ From: elmatadorÿÿ ÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿÿ Respond to Post # 1003 of 1224ÿ Message 11912767 ÿÿÿÿ Newbridge growth 40% in a year by year base is Euro-centric.ÿ ÿÿÿÿÿ In the US -said to be the El Dorado for datacoms-growth is flat. ÿÿÿÿ The best for Newbridge would be for a "Gang of Three": ÿÿÿÿ Siemens, ALA and ERICY, buy Newbridge and use it to ÿÿÿÿ supply its datacoms needs.ÿ ÿÿÿÿ Siemens/Newbridge Alliance does this already today. ÿÿÿÿ Picture these sales channels form the Gang of Three selling Newbridge stuff.ÿ ÿÿÿÿ ERICY mobile machine, ALA strengthÿ in access and Siemens in everything. ÿÿÿ *It would be unbeatable.ÿ ÿÿÿ Imagine* ALA and ERICY that are already partners with Juniper ÿÿÿÿÿÿÿÿÿ buying Juniper outright and merged with Newbrdgeÿ to give it IP capabilities? ÿÿÿÿÿÿ Along these lines Newbridge values should be considered. ------------------- Message #17387 from Bob Howarth at Feb 21 2000 1:34PM TA. I don't like the IR guy quitting as it is hard to get good IR people and ALA takeover is not IMHO relevant to that. If ALA offers 36 / share in ALA shares, and after a quarter or two the merger is seen as very accretive as we on the thread keep saying, then ALA will pop back quickly and easily hit 60. 60 * .8 = 48. Plus, ALA is priced in Euros. If Euro rallies to 105 - 110 this year, its like getting a free dividend to boot. TM should be happy to first show that ALA/NN will work, and thus should be happy with the possibiliy of getting close to 50 by end of year. Anyone else watching the incredible amount of money that Siemens is raising? Does anyone here own Siemans? They have announced their strategic plan. I wonder if after ALA/NN, they in turn merge with what is left of Siemens. I really think we are only in the first inning of what will be a very interesting 12 - 18 months. Patience is required!

To: Bob Howarth who wrote (17387)	2/21/2000 3:06:00 PM
From: Tunica Albuginea	Read Replies (1) \| Respond to of 18016

Bob,Re: " Siemens raising cash ".. and "recent strategic plans "..Can you go into this in a little more detail possibly with links? Thanx, Back much later TA ------------------ To: Tunica Albuginea who wrote (17383) From: Bob Howarth Monday, Feb 21, 2000 1:34 PM ET Reply #17387 of 17396 TA. I don't like the IR guy quitting as it is hard to get good IR people and ALA takeover is not IMHO relevant to that. If ALA offers 36 / share in ALA shares, and after a quarter or two the merger is seen as very accretive as we on the thread keep saying, then ALA will pop back quickly and easily hit 60. 60 * .8 = 48. Plus, ALA is priced in Euros. If Euro rallies to 105 - 110 this year, its like getting a free dividend to boot. TM should be happy to first show that ALA/NN will work, and thus should be happy with the possibiliy of getting close to 50 by end of year. Anyone else watching the incredible amount of money that Siemanns is raising? Does anyone here own Siemans? They have announced their strategic plan. I wonder if after ALA/NN, they in turn merge with what is left of Siemans. I really think we are only in the first inning of what will be a very interesting 12 - 18 months. Patience is required!