Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Serge Collins who wrote (6559)	9/16/1998 12:31:00 PM
From: pat mudge	Respond to of 18016

Serge -- Just to clear the air, I phoned NN to get the official response to buyout possibilities. The official response is, "It's nothing we're pursuing and there are no offers on the table." Judging from my conversation with Mr. Lutz at SuperComm in June, anything is possible at the right price. Even Mr. Matthews has a responsibility to his shareholders. I'm hoping someone brings up the subject at the annual meeting so I can hear his first-hand response and watch his body language at the same time. Fresh from seeing "Rounders. . ." <g> Pat

To: Serge Collins who wrote (6559)	9/16/1998 12:40:00 PM
From: Peppe	Read Replies (1) \| Respond to of 18016

Serge, "Lackluster performance" is a mild term. Check last 50 weeks performance of NN vs its competitors: techstocks.com I find it amazing how NN shareholders let TM get away with such an awfull performance in such a high growth sector. Cheers, Peppe

To: Serge Collins who wrote (6559)	9/16/1998 12:42:00 PM
From: larry pollock	Read Replies (1) \| Respond to of 18016

I agree with your concerns about TM. On a broader basis, the bigger concerns are that TM has failed to convincingly articulate to the investment world a NN gameplan. Whatever the gameplan is, if there is one, got lost over the past year with TM's UB fiasco. I hope that Lutz's visibility becomes more noticeable. On strong market updays, the investment world flocks to Cisco and Lucent because they are believeable and have credible track records. When senior officers from those companies appear on CNBC, those people look and sound like leaders. On those infrequent occasions when TM appeared on CNBC, as a shareholder I was left with an upset and uncertain feeling.