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

To: nord who wrote (8850)	1/6/1999 7:31:00 AM
From: Peppe	Read Replies (1) \| Respond to of 18016

Nord, I agree, 99 will be the year of M&A with telcos. Airtouch battle is brewing between Bell Atlantic and Vodafone. First of many to come. Here's another positive spin on NN's contract announcement yesterday: nationalpost.com Values deal at $ 10 million in this article. Congrats to the longs (you too Ian.) Cheers, Peppe

To: nord who wrote (8850)	1/6/1999 7:33:00 AM
From: Jules Shear	Read Replies (3) \| Respond to of 18016

Does anyone have an opinion about CKEYF and their future relationship with NN? I don't know much about TM'S relationship with the company (besides large equity stake), their products, or future prospects. Given that NN continues to build war chest of cash-what does this mean for CKEYF? However, from technical stock evaluation perspective-the stock looks way undervalued compared to peers. There are not many networking stocks today with growth rates like CKEYF and stock performance so misaligned. What am I missing? Thanks in advance for your help!!