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

To: Peppe who wrote (5486)	7/9/1998 8:54:00 AM
From: Mir	Read Replies (1) \| Respond to of 18016

Acquisitions, Affiliates etc.... CSCO pays handsomely for its acquisitions which leads to all acquired employees being happy campers which in-turn results in great willingness to merge. This is a great strategy. On the other hand the seed capital school of thought practised by NN is an excellent vehicle as well, LU has recently started this through their venture capital program. NN faltered on UB acquisition, where the intention of buying into enterprise networking was right but a paltry pay-off to employees resulted in mass exodus. The technology pieces of UB are still with NN so they might do some integration of that with their other products. NN is fundamentally a strong company and definitely trading at a discount. With the affiliate strategy they are slowly moving towards the goal of becoming the LU, NT, or CSCO. One thing is clear NN needs the backing of a 800lb gorilla like Siemens to continue beating out rivals while nurturing the affiliates. Also, an aggressive campaign to raise more capital for new research & development and to support affiliates can help towards the goal as well. Mir