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

To: Peppe who wrote (6976)	10/13/1998 10:24:00 PM
From: Ian@SI	Read Replies (1) \| Respond to of 18016

Peppe, Are you suggesting that the affiliate that NN sold to ERICY might have been a strategically wise move? Ian. On the ERICY front, this is indeed a bold statement to make, especially when you don't have products to sell !! <""We will be focusing on small companies which are technological leaders in their fields. We think it is a much smarter strategy than a mega-merger, which would be prohibitively expensive and dilute our earnings."> Any guesses who they might go after ?

To: Peppe who wrote (6976)	10/14/1998 12:10:00 AM
From: pat mudge	Read Replies (1) \| Respond to of 18016

BC Tel/Telus merger will have little effect until they buy AT@T Canada to acquire a national network. They have to do something before big bad MA Bell goes national in their own back-yards. I don't know enough about what NN does in these three accounts to comment on that angle. NN has contracts with BCTEL and AT&T but to my knowledge not with Telus [nothing comes up on NN's website]. As I see it, merging means more efficiencies and more revenues can be allocated to upgrading networks. Also increased competition means carriers will have to have differentiated services to win customers. This doesn't mean NN will get the business. But their chances are as good or better as the competition. As for the Ericsson announcement, it seems clear they're going for smaller companies. Wonder what they consider small? I like the 20% growth rate prediction. Bold, indeed. What's your take on Intel's numbers? Think the market will respond favorably? Later -- Pat