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

To: Jeffrey L. Henken who wrote (4408)	5/6/1998 10:18:00 PM
From: Glenn McDougall	Read Replies (1) \| Respond to of 18016

Jeff I agree. The drop in nn today offers us a discount price on a great stock. Talk is nn is working on a number of rfq's rfp's with various telco's. A broker told me today that the latest nn Q is looking good. Lots of talk from inside the company that volume of shipments has increased (check the cars in the lot in Kanata). The personal at the company are turning more upbeat about things as well. When the stock went below 30 Canadian dollars stock options were worth very little thus depressing a lot of them. I posted the news about NN and AT&T on the Cisco thread to see the response and just like Rodney Dangerfield "I just got no respect". The people on the Cisco thread think NN is from the backwater aka Canada. Perfect, I say keep them discounting anything NN does and by the time they figure out we are for real it will be to late. The mindset in the U.S. with the big boys is run up the leaders stock price and everything will be ok, I suggest they are missing the boat and the big boys sooner or later will trip-up and leave a opening for a company like NN. Perhaps the best example so far is Cisco's problem with AT&T, the market just has not figured it out yet. For those of you out there who are wondering what to do I suggest that by the time the street figures out what is really going on the stock will be at or near $60 canadian dollars. I will be adding to my position, just can't overlook at 25% gain in a high quality stock Regards to all Glenn

To: Jeffrey L. Henken who wrote (4408)	5/7/1998 3:14:00 AM
From: pat mudge	Read Replies (2) \| Respond to of 18016

Jeff -- I just rolled in. Five hours from Vegas to my front door, doing 80 all the way. I went back to NN's booth and the line was so long, I didn't try for a hole-in-one. I asked one of the sales people if anyone had succeeded and she said, yes, quite a few. The drawing is tomorrow. The car and golf contest were a real draw, but the design of the booth itself was even more spectacular. I M Pei would have been impressed. Many booths looked like The Day AFter the Last Day --- totally empty --- but NN's was shoulder-to-shoulder every time I went by. Besides the car, I think people were impressed with the ADSL demonstrations --- using Siemens modems with TI chips, I might add. :) I also made an effort to visit each of NN's affiliates and, again, got the royal treatment. The CEO of ACC actually took me half way around the South Hall just to find a specific brochure he wanted me to have. He was really incredibly kind --- and we did find what he wanted and even though it was the last one FORE had, he didn't hesitate to give it to me. The others I visited were Cambrian Systems and Vienna. Cambrian's competition is Ciena and, eventually, Lucent. Vienna's is Nuera and VocalTech. Did I tell you NN got BCTel's ADSL contract? It's not huge, but is definitely a foot in the door. Since they're 51% owned by GTE and the two companies share trial results, this puts them in a good position in that market. Now, does anyone have an update on Bell Canada's DSL plans? Alcatel was named quite a long time ago, but I don't think it was exclusive nor do I know what the status is now. Okay, enough rambling for tonight. Later -- Pat