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

To: pat mudge who wrote (8326)	12/7/1998 9:16:00 PM
From: thebeach	Respond to of 18016

What are the chances it will be Nortel instead of Newbridge, from a technical standpoint?

To: pat mudge who wrote (8326)	12/8/1998 12:55:00 PM
From: Mighty Mizzou	Read Replies (1) \| Respond to of 18016

I'm a firm believer the two companies are talking and my boat's loaded to the gunwales even more than last summer. Dear Pat, 1. Do you really think LU is stupid enough to buy something that a prime competitor knows everything about (Siemens)? 2. Do you really see NN competing with LU, NT, ASND, CSCO, Siemens, etc. at the premier carrier level? How many vendors do carriers need? 3. Do you see NN competing with CSCO effectively at the enterprise level? CSCO owns the enterprise and there are many, many, many competitors. 4. With your boat loaded past the gunwhales, what do you plan to do if NN hits rough seas in the near future or do you see smooth sailing past the afore mentioned competition? Serious food for thought. I think you are investing with your heart instead of your head. My worthless advice is to spread the gunwhales amongst the top players in the networking sector. This is a GAURANTEED series of hits instead of a minimal chance of a grand slam with NN. Good luck!