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

To: michael who wrote (4206)	4/23/1998 7:35:00 PM
From: pat mudge	Read Replies (2) \| Respond to of 18016

Michael -- I don't understand your pessimism. All companies make strategic changes from time to time. NN is no different. Look at Ascend, Cisco, Bay, even Intel, to take an example from a different sector. As the old saying goes, "If you ain't never been throwed, you ain't never rode." When technology changes --- or a switch fails, or a chip has bugs, or you buy the wrong company --- you adjust as expeditiously as possible, take the charges, and move ahead. The market is exploding and NN's products are winning awards right and left* and winning contracts on a global basis. If the stock goes to 19, I'll be there waiting to load up. Pat * Four recent awards, Pay special attention to the Cambrian products. newbridge.com RadNet products: newbridge.com <<<KANATA, Ontario, and MUNICH, Germany, February 2, 1998 -- The Siemens / Newbridge MainStreetXpress 36140 and MainStreetXpress 36144 Multiservices ATM Access Switches were awarded the ComNet '98 New Product Achievement Award in the Switching Technology category. The award recognizes excellence in carrier-level network equipment. The first public demonstration of the two switches, introduced last week by the Siemens / Newbridge Alliance, took place at the ComNet event in Washington, D.C.>>> And for the 36190: newbridge.com <<< The MainStreetXpress 36190 Core Services Switch debuted at ComNet '97 in Washington, and proceeded to win Best of Show for its category. The world's first Terabit-class ATM switch, the MainStreetXpress 36190 won first in the "Infrastructure" category against offerings from Nortel and IBM. The award recognizes excellence in carrier level network equipment. The switch scales to greater than one Terabit (Tbit) per second on a single platform, providing carriers an efficient means of building reliable, high performance ATM core networks. It offers carriers a complement of features for high availability including complete fault tolerance through fully redundant shared subsystems and interfaces as well as ongoing intelligent diagnostics. It fulfills today's core network requirements for signaling systems (SS7/C7, ISDN, ISUP), operational support systems and billing. Complying with internationally accepted standards, it is designed to incorporate ITU-T, ATM Forum, ETSI and ANSI standards for the User Network Interface (UNI) and Network Node Interface (NNI). >>>>

To: michael who wrote (4206)	4/24/1998 12:48:00 AM
From: Thomas Scharf	Respond to of 18016

>> There is a reason why the stock has dropped 80% << Of course there is, but the reason was that the momentum crowd got a hold of it last year and drove the price way beyond any reasonable valuation. Then when some short term problems with the TDM to ATM product transition and the UB acquisition arose, they drove it just as far in the opposite direction. A fair price is somewhere in the middle...just about where we are now or perhaps a few points higher. I still believe that long term prospects for NN are very good. I'm a buyer on dips.