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

To: notredame who wrote (4301)	4/29/1998 3:45:00 PM
From: Technopeasant	Read Replies (2) \| Respond to of 18016

I do agree that the debt seems cheap. 5 year US Treasury Bonds are at 5.78% yield right now, so the premium is not excessive. I don't know how the "hotel" is really being paid for, but the comment about the war chest raises the question "for what?". Newbridge seems to prefer to pursue the affiliate route to round out its offerings, and with Siemans and 3Com in place to make it a player in the end to end solutions segment, what do they need? This is interesting. Which US$200 million company would be a complement to Newbridge, and how much are their shares now? Or is it just "general corporate purposes?"