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

To: Ian@SI who wrote (6452)	9/10/1998 11:59:00 PM
From: pat mudge	Read Replies (2) \| Respond to of 18016

I'm surprised, though I shouldn't be, that no comment on the NN benefit of COMS China plans. NN seems to have done a fine job of picking a partner (or COMS did). Networking products maker 3Com Corp. (Nasdaq: COMS) gained $1 15/16 to $27 5/16 as The Wall Street Journal reported that the company will spend $100 million over the next two years to form joint ventures in China, which 3Com expects will eventually be "very significant" to its revenues. I hadn't seen this until you posted. I would imagine what one partner does will impact them all. I'm wondering, too, why NN hasn't publicized its China contracts more. Perhaps it's better to distance oneself from Asia until after the tide of negativism subsides. Incidentally, tell me about the Globe & Mail. Is it one of Canada's more reputable newspapers or is it like Evelyn Waugh's description of one of his character's: " a little piece of a man pretending to be whole?" I'm referring to today's article on the Ericsson purchase of ACC where they begin by quoting the most esteemed Robert MacLellan --- whom Waugh certainly would have recognized --- saying the sale was a move in the wrong direction. I'm not challenging Mr. MacLellan's right to his opinions, but I am challenging the writer's lack of professionalism in leaving out the positives in the transaction and telling half the story. Nowhere is the CSI partnership mentioned nor the importance of adding another Tier-One partner to the team. Had I been the author, I would have show-cased management's brilliance in putting together a win-win exchange that's in the same category as TI's recent sale and share-transaction with Micron. Later -- Pat