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

To: pat mudge who wrote (5833)	7/31/1998 9:34:00 PM
From: Peppe	Read Replies (1) \| Respond to of 18016

Hey Pat, Just had a chance to catch up on the ASND news. Here's my take... - great buying op for ASND. LU will like this move even more. I will increase my position next Monday. (Maybe with calls. We'll see) - the netwoking game is maturing. CSCO buys SUMA this week, ASND buys it's own voice switching company, NN re-orgs ? They run the risk of falling behind. Service providers want turn-key solutions and NN's low market cap will make it tough for them to keep up. -NN at $21, we haven't seen bottom yet. The gap is widening. To all NN bulls, these are only my opinions. Spare me the flames (that means you, ZO <vbg>). Cheers, Peppe