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

To: pat mudge who wrote (3472)	3/3/1998 10:32:00 AM
From: Mark R	Read Replies (3) \| Respond to of 18016

Pat, Thanks for the answer. Last time NN got itself in this kind of situation Peter Sommerer was credited with refocusing and directing the company resources (read...kicked some butt). As for a management shakeup....TM is on record (and i know this to be true)as being very loyal. This can develop into a very "old guard" mentality while steering a rocket ship. I believe that this situation has resulted in a very political environment of disparate and strong power bases not all focused on the same goals using the same strategies. Terry has consensus on the vision but who builds consensus on all other facets of the business...the ex CFO? Hmmmmm. As for take over, TM has stated that his cash is kept to ward off possible acquisitions. Additionally he has said that if someone was successful in wresting control he would "set up shop across the street and hire everyone away". Given that TM probably owns all the property "across the street" and the land the NN sits on I think he has rattled enough sabers to ward anybody off who is an unfriendly outsider (Northern). But....Siemens on the other hand might be able to convince TM that he can grow faster/better with their resources in partnership with 3com. But I doubt it. Cisco has products that compare with the 170 that I am told by people at Cisco can outperform the call processing capacity of the 170. As for the 190 that product is very much Siemens based so when and if it's successful, how profitable it will be to NN shareholders is a question. And if you thought 170 sales cycles were long...... IMO Mark