Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Bob Howarth who wrote (17886)	3/17/2000 10:11:00 AM
From: indy	Read Replies (3) \| Respond to of 18016

BH, funny - but I was just thinking the same thing! Where oh where is ALA going???? >>I may cast my meager vote against the merger unless ALA starts to perform the way NT, LU, CSCO, Ericson, et al have been performing. Regards Jim

To: Bob Howarth who wrote (17886)	3/17/2000 10:46:00 AM
From: blaireo1	Respond to of 18016

Bob, Chances are your vote may not mean anything given that ALA has been acquiring shares and they already have the big shareholders on side. This situation may be somewhat temporary assuming some or most of the recent price action is attributed to the arbs. After today's option expiry, I will be completely out of NN. I have been in and out of NN for three+ years. It's been a real ride with some gains and some big hits. I have been very disappointed with Management throughout this time. My lack of respect for management has saved me at times in that it caused me to bet against the company at key times. A wild ride in deed! Best of luck to all. Blaireo

To: Bob Howarth who wrote (17886)	3/17/2000 5:36:00 PM
From: Steve Fancy	Read Replies (1) \| Respond to of 18016

Won't happen unless NN deal is killed. Seems some NN'ers don't understand the opportunity that ALA has provided. It will be a couple years before ALA trades like CSCO, LU etc, but it won't surprise me if ALA becomes the leader over the next few years. Folks looking for ALA to trade like it's US counterparts are in the wrong stock. Honestly, from the shorter term perspective, nothing would be better for ALA then canning the NN deal. That way ALA goes back to mid fifties in a strong uptrend, and NN drops back to the twenties or teens as it didn't sound as if there was even one other party interested in bidding. Over the longer term, I believe the NN acquisition will benefit ALA greatly. In the meantime, folks who desire the volatility of LU etc, should sell their NN, count their blessings, thank ALA, and buy LU etc. Don't expect miracles Bob. I own both stock and options on ALA. I doubt ALA will break 40, but if so, strong support at 38. I will double my June 40 call position at 40-41, and double it up again if it were to hit 38 which I highly doubt. sf PS: I would be extremely hard pressed to understand the logic of any NN shareholder voting against the merger. That would be a death sentence for NN IMO. Probably be much better off just bailing now.