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

To: Matt Meagh who wrote (9037)	1/14/1999 12:06:00 AM
From: pat mudge	Respond to of 18016

However, I'm not sure that you said this, but I don't see the recent ASND/LU deal being beneficial to NN. I don't understand how possible "digestive" problems LU might have with ASND will give NN more business. Are you saying that NN will be able to jump ahead in technology (relative to ASND/LU) during the integration. This I suppose is possible, but does this overcome the additional business ASND will be getting by having the LU name attached to their products/services? The only positive for NN, in my opinion, is that the shares will get some speculative takeover premium. My comments regarding digestive problems refer to any merger. If you look at Cisco-Stratacom or CPQ-Digital or 3Com-USRobotics, you see periods of time where they lost momentum while integrating two cultures. Yes, there are enormous benefits to having LU's name on Ascend's products and I didn't mean to negate that in the least. NN will benefit by Ascend's price giving it a benchmark valuation. It's also the last carrier-class networker left for anyone wanting a partner in that space. The attention LU-ASND are getting also brings more interest to the entire sector. Incidentally, I'm not in NN because it's a take-out candidate but because it has superior technology. Regards, Pat