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

To: David Culver who wrote (4658)	5/28/1998 11:57:00 AM
From: Trader Bob	Read Replies (1) \| Respond to of 18016

Nortel/Bay networks rumours swirling again Should be good for NNC. I don't think T.M. is as adverse to consolidation as he was in the past. Bob

To: David Culver who wrote (4658)	5/28/1998 12:23:00 PM
From: Chris Stovin	Read Replies (3) \| Respond to of 18016

FYI, this is a note from an analyst with the Canadian Brokerage firm RBC Dominion Securities; Lucent Technologies (LU) US$72.00 / Northern telecom (NTL) C$93.00 / Cisco (CSCO) US$77.81 / Newbridge (NNC) C$39.30 ----------------------------------------------------------- LU unveiled major IP networking products yesterday; MCI announced it would test the IP switch. NNC holders need not panic about MCI: that carrier is building both ATM and IP networks. These products give LU additional momentum. Also reinforces the view that a top tier of combined voice data network vendors (LU, NTL, CSCO) is emerging. NTL, CSCO and LU rated BUY. (Benn Mikula)

To: David Culver who wrote (4658)	5/28/1998 1:34:00 PM
From: pat mudge	Respond to of 18016

Should this not be good for NN since NN has major contracts with C&W. I see it as extremely positive. NN has contracts with MCI and C&W, so it's a win-win. I'm hoping TM's UK ties come into play even more as C&W finds its way into the US market. TM being comfortable on both sides of the Pond will be a strong ally. Today's Morgan Stanley-Dean Witter morning call analyzes different segments of technology and gives networking and telecommunications equipment positive comments: >>> . . . problems in the storage area are a plus for the Internet companies. . . problems in the other groups are benefitting the telecom equipment group. Carrier growth is higher than expected. Second-line growth, deregulation, and data are driving growth. . . >>>> Later --- Pat