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: pat mudge who wrote (3532)	3/5/1998 3:43:00 PM
From: Bald Man from Mars	Respond to of 18016

Pat: Thanks for judging this dude from a fundamental point of view. I only read the charts and it looks bullish to me despite the beating it takes today because of the Intel dude.

To: pat mudge who wrote (3532)	3/5/1998 6:04:00 PM
From: KEN G	Read Replies (3) \| Respond to of 18016

Pat: NN has great strenth in ATM but now that this market is beginning to become "real" NN (at least in the US) is going to have the big boys fighting them. I know that in at least one Bell company Cisco has offered to "buy" the installed base of NN switches to put in their own equipment. Please don't flame me with all the technical reasons why NN should be the winner. I'm simply telling you that ATM has now got the attention of the big boys (Lucent for example will have some ATM announcements soon) and that NN dominance is going to be challenged real soon. If you think the stock is low now let me suggest the following headline " Bell Company X removes NN equipment and gives contract to....(write in your choice, Cisco, Lucent..). I have made good money with NN but with the cash cow thinning out and ATM changing its spots I am not sure I agree that the current price is not a reasonable level for a company facing as many challenges as NN Good luck KG