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

To: Groundhog who wrote (8112)	11/30/1998 10:28:00 PM
From: Bron-y-aur	Read Replies (1) \| Respond to of 18016

NN share bandied about seems to be $500M. If Mr. Lutz reported that he wasnt disappointed on CBC tonight, IMO it must be at least the $500K amount. Heres hoping that in fact a $100 per share $C offer figuratively mentioned by Mr. Lutz does materialize...

To: Groundhog who wrote (8112)	11/30/1998 10:29:00 PM
From: Ed Frye	Read Replies (1) \| Respond to of 18016

Those are BIG numbers but I have to agree that the investment community has already factored this win into NN's price. We shall see, n'est pas? ed

To: Groundhog who wrote (8112)	11/30/1998 10:38:00 PM
From: Ian@SI	Read Replies (2) \| Respond to of 18016

My 2 cents on the Lutz interview on CBC Newsworld. First it's unfortunate that Alan was interviewed by Susan Reisler. She has no understanding whatsoever of business, networking or M&As. She also has the bad habit of holding onto an idea ferociously and doesn't listen to what her guest is saying. In her mind, she already knows the answer, and seems to only be focussed on asking the followup question regardless of what information may be divulged. She's certainly not a Lou Dobbs, Lou Rukeyser, Susie Gharib or even a Terry Keenan. Yes Alan described the Global One win as the worst kept secret but declined to go into any details prior to an announcement by the customer. Further, he denied being in any takeover discussions. Duhhh! How many Presidents get on national television and inappropriately disclose material information in a fashion that will get their butts kicked by both the OSC and the SEC? Personally, I'm not aware of one. So, Alan had no choice in his answer to that question. The part of his answer that Reisler completely missed and should have followed up on was that Alan volunteered that rather than putting up the whole company for sale, it was more likely to form a partnership to address a specific opportunity. With strong rumours that both Siemens and Ericsson have been raising large amounts of Canadian $, and LU raising $500M US cash last week, a whole series of questions about something that Alan seemed willing to talk about would have been appropriate. ... like what form of partnership, what business area(s), when?,... Might NN start OEMing various products for LU, Ericcson? others? Might there be some big upfront payments, commitments? Unfortunately Reisler lost the opportunity to shed any further light on the opening that Alan gave her. RE the PQ win: Been there, done that too many times before. We got the expected result, though the brief glimpse I saw of the results indicate that Bouchard fell far short of the expected landslide either in terms of number of seats or share of popular vote. If there's a Canadian selloff tomorrow due to the election (as opposed to being in sympathy with action in other markets), I'd look at it as a buying opportunity. IMHO, Ian.