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

To: ricky who wrote (7201)	10/30/1998 3:01:00 PM
From: ricky	Respond to of 18016

Also, LU has been able to recruit some key people from Ascend including the technical manager of their core switching group. Ricky

To: ricky who wrote (7201)	10/30/1998 3:32:00 PM
From: pat mudge	Read Replies (2) \| Respond to of 18016

LU is a partner with ASND. They have worked closely together on many projects and LU is very impressed with the talented engineering staff at ASND. ASND has everything that LU needs to compete with CSCO and NT. I agree. However, I believe their decision will be based on far more factors than those you've listed, not the least of which are price, company cultures, and Mory's willingness to be bought. The surprise will be is LU decides to go it alone which I think is the most likely scenerio. I strongly doubt they'll go it alone. Too many public comments have indicated otherwise for this to be the case. Having said this, I'm expecting their biggest partnership to be in the form of an alliance, not buyout. By comparison, their acquisitions most likely will be modest. And of course I could be way out in left field. Pat