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


To: Groundhog who wrote (8106)11/30/1998 9:35:00 PM
From: MD Bryant  Read Replies (1) | Respond to of 18016
 
Everybody settle down.

I'm seeing a lot of exchanges about unknowns.

If Lutz came out and said "Ya! We're merging, but I can't tell ya who" there are a number of consequences that could happen that would put both Lutz and Newbridge in trouble. I won't detail it here, just think about it.

The company is on solid footing after 3 good Q's, some institutional upgrades, and a series of excellent contract wins. They also just got through their toughest Quarter with excellent sequential growth, and record company revenues (without UB!)

Predictions:

* Global One will be announced, along with another carrot, further solidifying NN's strength in the ATM arena.

* A new marketing strategy will be announced and implemented.

* NN will be part of the S&P/TSE index, to be announced in the next two days.

*NN will partner with Lucent to distribute wireless technology based on the LMDS/LMCS platform ; this will be announced in the next 2 months.

MD.