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

To: Greg Wai who wrote (2528)	12/4/1997 11:19:00 AM
From: Thomas Scharf	Read Replies (1) \| Respond to of 18016

Just to suggest a contrarian view: We shouldn't just assume that because UB has not been a wild success in the first 9 mo that buying it wasn't a good idea. CSCO is proving that the enterprise mkt wants single-vendor end-to-end solutions. Unless NN wants to limit it's growth to that of a niche player, aggressive action had to be taken to get into the enterprise market. I don't see any way that they could have done it in timely fashion other than acquisition & UB was actually quite cheap. Was/is there any other candidate? Should NN abandon the enterprise market? Thomas