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

To: pat mudge who wrote (8630)	12/18/1998 3:37:00 PM
From: MD Bryant	Read Replies (2) \| Respond to of 18016

ATM and DWDM is the next big phase for Telecom infrastructure out-growth. It's just starting now - we haven't seen anything yet. The software to manage these networks, and the software that will manage the services that run on it are the next killer apps. The rhyme fits well Pat, but I'd like to re-write it to include the killer app. How bout this? There was a wise man who lived in a shoe, Who had so many children he didn't know what to do. So he sold some off without any dread, Bought what he needed to keep himself fed Then IPO-ed the rest and fell into bed

To: pat mudge who wrote (8630)	12/19/1998 10:40:00 AM
From: Technopeasant	Respond to of 18016

A couple of points. First, Tundra's IPO was announced as going forward early in 1999. Second, Lutz's comments indicate again that there are a variety of different reasons for the different treatment for each affiliate. In the reporters conference call yesterday he said that affiliate changes were made on a case by case basis. "There is no common thread'" he said. "The transactions are all done for different reasons." Globe article this morning points out that in the last four months Newbridge has added two affiliates, bought another outright and has sold three, in addition to the Tundra announcement. I know its a lot of action all at once but but I do think each affiliate is very different, is proceeding in its development at its own pace and moves get made when it makes sense for each of them, with one eye on the market.