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

To: Glenn McDougall who wrote (5505)	7/10/1998 7:33:00 AM
From: Peppe	Respond to of 18016

Great post Glenn !! Lutz is a class act. He needs to bring a little discipline in NN and it looks like he's on his way to doing just that. Cheers, peppe

To: Glenn McDougall who wrote (5505)	7/10/1998 10:18:00 AM
From: Dennis R. Duke	Read Replies (2) \| Respond to of 18016

Guess that explains it. NN is not in play is a normal turn around with Lutz at the helm. Could be 6 months before we see a substantial change in market price. At least that is my guess. Given this internal document, anybody got a better call? Glenn, Thank You for the disclosure and information. Dennis

To: Glenn McDougall who wrote (5505)	7/10/1998 11:31:00 AM
From: pat mudge	Read Replies (3) \| Respond to of 18016

Glenn -- The internal memo is interesting in that I've not heard the rumors about board changes meaning a change in ownership. I suppose this is to be expected especially when many networkers are rumored to be buyout targets. If you line up two or three dots, it's human nature to connect others that are even remotely close while you're at it. I like Alan Lutz's style. Clear, decisive, to the point. No one has explained the changes in Siemens' U.K. structure as it relates to NN, so I'm assuming it has no significance, other than to indicate the two companies are strengthening their ties. Later -- Pat