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: Luc Glinas who wrote (4525)	5/14/1998 6:41:00 PM
From: pat mudge	Respond to of 18016

Nortel was interesting and maybe still interested on Bay Networks but Bay turned down the offer because it was too low. Could we see an offer for NN?? I'm told all the networkers are acquisition targets, including Cisco. So I would imagine NN's included. Knowing what I do about TM, I'm guessing the only way he'd be forced to sell is if Siemens chose another partner. At this point in the game, the alliance provides the telecom presence NN needs. If that should disappear, the rules would change. Having said this, I readily admit there's much I don't know. For example, what would happen if NT made an offer for NN? Would that force Siemens to pop the question and stop ogling the other debutantes? If you want to see where Siemens is headed, read their press release of 23 April, outlining their reorganization: siemens.de In part: <<< Siemens AG, Berlin and Munich, is making preparations to reorganize its operating units in the information and communications segments (I&C). The move, slated to take effect on October 1, 1998, has been spurred by basic changes in global markets - above all, technological convergence, telecoms deregulation and privatization, the increasing importance of services in I&C, and customer demand for integrated I&C solutions. To play an active role in shaping these changes and to exploit the opportunities they offer, the three Siemens operating units - Public Communication Networks (™N), Private Communication Systems (PN), and Siemens Nixdorf Infomationssysteme AG (SNI) - are being integrated into three new Groups. The 'I&C Services' Group will offer new services like consulting, operation and I&C solutions for all customer segments. The 'I&C Networks' Group will provide end-to-end solutions for voice and data networks. The 'I&C Products' Group will develop and market globally competitive high-volume products. This reorganization will enable Siemens to set global standards for solutions and product quality in the information and communications sector. <<<< I feel as though I'm watching an Agatha Christie movie, wishing there were more clues. Truth be told, there are probably clues galore, if only I could see them. Later -- Pat

To: Luc Glinas who wrote (4525)	5/14/1998 7:22:00 PM
From: pat mudge	Read Replies (1) \| Respond to of 18016

This should have a positive impact on NN: <<< China to Offer Preferential Policies on High-Tech Imports May 14, 1998 (BEIJING) -- China plans to offer preferential policies, including tax exemptions, to local high-tech enterprises importing key technologies and facilities, according to an official. Long Yongtu, vice-minister of Foreign Trade and Economic Cooperation, said that high-tech investment projects, as long as they are in line with China's regulations, can be exempted from customs duties and import value-added taxes. He added that the policies will be issued and implemented by the end of 1998. "China's enterprises and foreign companies should enjoy the same policies in the development of high-tech," said Long. During the last seven years, China has signed more than 17,000 contracts for technology imports, totalling US$66 billion. China's technology exports include products in the computer, communications, electronics and life sciences fields. But China's high-tech exports only account for 5.3 percent of the total foreign trade volume. In recent year, China's introduction of technologies focused on industries such as resources, transportation, communications, chemicals and raw materials. Presently, the country is strengthening high-tech imports in the fields of optical fibers, satellite communications, nuclear power and aerospace. (Xinhua News Agency) >>>