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

To: nord who wrote (5165)	6/14/1998 9:57:00 PM
From: pat mudge	Respond to of 18016

i thinks we have a sleeping giant about to rise to its potential. Several things stood out as I did the research on the affiliates. First was the dominant position Terry Matthews plays in almost all of them; and second was the amount of team work evident in the investors' names that kept reappearing and the synergies between the companies themselves. As I described it to someone, it's like a massive R&D team where those in charge own the technology and stand to benefit when it wins. What a concept! As for giving up the reins to a new President/COO, Matthews had already done it with Charbonneau and this is really a management change, not a structural change. As for Alan Lutz, I get the distinct impression he's no one's puppet. He and TM have been meeting for quite a few months now -- don't know how long they've known one another, but they clearly know they can work together. I agree NN's a giant, but as for sleeping, I think Wall Street's more guilty on that score. You don't buy emerging technology based on last year's earnings. You buy on the strength of the technology and the ability of management to bring it to market. Under the leadership of Terry Matthews Newbridge developed world-class ATM solutions and now with the help of Alan Lutz they have the leadership needed to reach a wider audience. Wall Street will wake up when the stock's at 40. Cramer will discover it at 30. <g> Later -- Pat