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

To: nick cash who wrote (5762)	7/27/1998 11:05:00 PM
From: pat mudge	Respond to of 18016

Nick -- I'm glad you stuck your toe in. I put some in my daughter's account at 20 13/16. It seems odd the Street is so hesitant to buy in advance of the conference call tomorrow. Perhaps the hesitancy is due to the overall market and not the company. Incidentally, while researching other Israeli companies, I found a new NN-Siemens affiliate: info.co.il:8666/iaei/owa/genmembers?inlanguage=English [scroll down list on left to "Spacebridge." Text reads: <<< SEABRIDGE LTD. <Picture> Chief Executive Officer : Mr. Avi Domoshevizki Main Business Areas : ATM Access and Switching. Turnover : 1998 - US$5 million Employees : 1997 - 95 Engineers and Technicians : 78 Special Details : A Siemens - Newbridge Company Company site on the WEB : seabridge.co.il Headquarters : Israel :,A Siemens-Newbridge Company Ha Heresh St. Hod Ha Sharon Telephone :972-9-7751111 Fax :972-9-7751100 , 972-9-7551129 e-mail : postmaster@seabridge.co.il >>>> The website isn't even complete yet. I know there's a Spacebridge. Now there's a Seabridge. Anyone know anything about them? Note this is a "Siemens-Newbridge" company. Later --- Pat

To: nick cash who wrote (5762)	7/28/1998 8:41:00 AM
From: William R. Koss	Read Replies (1) \| Respond to of 18016

Nick, I strongly agree with your rationale. I starting building a NN position at 22 and 21. If the stock falls into the teens, I can reduce my overall cost by adding another position at or near the bottom. I think NN is a $30 stock. Compared to the other valuations, this stock should have a nice run up if NN meets or exceeds expectations for consecutive quarters - of course the "golden parachute" is an merger or acquisition, but I do not see this likely for another four months.