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

To: ubrx who wrote (17811)	3/1/2000 1:12:00 PM
From: Tunica Albuginea	Respond to of 18016

I agree Jim that price is holding well. Hi market valuation also helps. I think that TM is negotiating with STchuruk right nowÿ as to what his role ought to be. They made him an offerÿ to be with ST in Paris or at least as advisor. But what ALA reallyÿ needs is hire him as Head Salesman. He may need some more of an incentive though. Prhaps that incentive will come in June, AFTER the ALAL/NN deal is sealed. This way investors don'tÿ get upset when TM is given another 2%? or 4%? ofÿ ALA stock options. That may look like an inducement for him to agree to sell NN at this low sale price of 0.815XALA. This may look like he sold NN shareholders short. May be it is. But perhaps that is all TM could get for NN ( 0.815 ). The reason is that the big players ( CSCO & NT ) did not enter the bidding because of a)previous " bad blood " and " burning of bridges ", ÿÿÿ or, becauseÿ b) they did not want to admit publicly that they did need TMs technology after all ÿÿÿ or, because c) they did not want to get into a big bidding war if one of them made a bid ÿÿÿ ( surely the other I think would have smelled a rat and made a higher counterbidÿ ). Just speculating, while the market churns, TA ÿÿÿÿÿÿ Message #17811 from James Fitzgerald at Mar 1 2000 12:54PM ÿÿÿÿÿÿ Hi TA, ÿÿÿÿÿÿ Given that many NN shareholders bought in anticipation of a takeover over the last few months, I think the shareprice is holding up well. Over the next year or so the ÿÿÿÿÿÿ true value of ALA's move will become apparent. I can wait.ÿ ÿÿÿÿÿÿ Jim