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

To: Doug who wrote (17412)	2/21/2000 5:43:00 PM
From: zbyslaw owczarczyk	Respond to of 18016

Doug I proposed to end this conversation about ALA and DSC COmm and possible ref. to NN/ALA. In your first note you were affiraid of possible significant drop in ALA stock b/c of merger. I am saying that 2000 is different then 1998 and Lu slide of over 30% in summer of 1998 was an example(Asia and S.America.) If you do not fill save with NN,you know what you should do If not let me know I will tell you. Otherwise time is you answer. Zbyslaw

To: Doug who wrote (17412)	2/21/2000 11:12:00 PM
From: pat mudge	Read Replies (3) \| Respond to of 18016

Doug -- For every example of a stock that dropped after a take-over announcement, there's one that soared. Who's to say ALA and NN won't take off like CIEN/TLAB? That story didn't end well, but for reasons unrelated to the original deal. Or what about JDSU/OCLI? Big run-up before announcement, flat for a couple weeks and then a climb that's only recently slowed. I think it's specious to arbitrarily pick one example and then laboriously defend it as if it were relevant. Bottom line, analysts will run the numbers and adjust expectations according to what they conclude. It's not a question of it being accretive --- it is --- but just how much. I plan to double my position tomorrow. Pat