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

To: Dennis R. Duke who wrote (9062)	1/15/1999 12:07:00 PM
From: Ian@SI	Read Replies (1) \| Respond to of 18016

zdnet.com part of the article follows... ... At least two midsize networking companies are still hoping to be acquired. Sources say Cabletron Systems Inc. (CS) and Newbridge Networks Corp. (NN) have each hired merger advisors to seek out potential suitors. In recent weeks, several financial Web sites have indicated that Cabletron CEO Craig Benson has held high-level meetings with Lucent, Ericsson, Compaq Computer Corp. and ATM pioneer Fore Systems Inc. Financial analysts note that Cabletron and Fore have partnered in the past, and Lucent has deployed Cabletron gear throughout its corporate network. Also, Cabletron has a sales relationship with Compaq that involves the former Digital Equipment Corp. Compaq now owns Digital, while Cabletron in 1997 acquired Digital's networking division. Cabletron and Newbridge officials declined to comment about possible business combinations.

To: Dennis R. Duke who wrote (9062)	1/15/1999 12:15:00 PM
From: Clay Takaya	Read Replies (2) \| Respond to of 18016

Dennis, This is a weekly hardcopy publication for IT professionals (me) and the quote was from the Rumor Central column in the very back. The web site is pcweek.com I don't take this rumor stuff too seriously, but the notion that Newby will be bought out has got my extreme attention. Despite what the stubborn NN enthusiasts post here, I don't think there is any way that this small company can compete with the likes of Lucent, Nortel and Cisco without more direct clout. Furthermore, the other large companies that compete in the carrier space (admittedly not an area that I know much about) have got to be worried about their access to ATM technology although I assume that Siemens has got some major safety clauses in its contracts with NN in case someone buys NN. BTW: I can't figure out why there is so much resistance to a fat takeover premium for NN on this board. A lot of people here seem to have lost their objectivity.