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

To: ricky who wrote (6870)	10/6/1998 2:08:00 PM
From: pat mudge	Read Replies (2) \| Respond to of 18016

Can you summarize why you are positive on NN ? 1) Number one carrier-scale ATM company at battered price. 2) Committed ownership --- Terry Matthews holds 23% 3) Talented management --- new COO/President, Alan Lutz leads a cadre of loyal NN top-level managers. Corporate culture is strong. 4) Installed base in over 300 companies world-wide. 5) Stated desire of telecommunications vendors to partner with ATM networkers. Supply and demand. 6) History of leadership in ATM --- others have come to party late and don't have Bell Labs-quality products --- multi-service, completely managed end-to-end, 100X more node capacity than nearest competitor. 7) Strength of affiliates, everything from VoIP to terabit routers to call centers. 8) ADSL compatibility. 9) Strength of Cambrian Systems in DWDM. 10) Leadership in LMDS. Incidentally, I've toured the company -- seen their R&D lab top to bottom, watched manufacturing in operation, interviewed a number of affiliates --- and it's impressive to put it mildly. Later -- Pat