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


To: Tunica Albuginea who wrote (3471)3/3/1998 2:46:00 AM
From: pat mudge  Read Replies (1) | Respond to of 18016
 
Whether it's through big new contracts or a buy out. Cisco paid 8 bill I think for Stratacom.With NN's 170 mill shares that would come to ~50/ share. And that's without frosting. You put that in, and NN is a much better company than Stratacom, then 10-13 bill would be reasonable, or $70+/share. That's peanuts for NT or AGSiemens.
Just a wild guess,


How wild????

And with NT teamed with Shiva, would they still need NN?

Just wild speculation. :)

Pat



To: Tunica Albuginea who wrote (3471)3/3/1998 10:44:00 AM
From: Doug  Respond to of 18016
 
Tunica:That assessment was exciting. In a few years, the last mile (wire) may reach saturation beyond solution and fibre could dominate.
By then, wireless networks may also be in competition and NN's affiliated Companies will be ready when that happens.

I see NN alive and kicking for some time to come. PS. I still think
the UB acquisition was a BUBU.



To: Tunica Albuginea who wrote (3471)3/3/1998 9:29:00 PM
From: Pigboy  Read Replies (2) | Respond to of 18016
 
Tunica,

<< Whether it's through big new contracts or a
buy out. Cisco paid 8 bill I think for Stratacom.With NN's 170 mill shares that would
come to ~50/ share. And that's without frosting. You put that in, and NN is a much
better company than Stratacom, then 10-13 bill would be reasonable, or $70+/share.
That's peanuts for NT or AGSiemens.
Just a wild guess, >>

Let's not get carried away. I believe CSCO payed around 4.5 Billion for StrataCom, not 8 Billion. That might change your numbers just a bit. sorry.

all imho
pigboy