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

To: Dennis R. Duke who wrote (9339)	2/4/1999 8:27:00 PM
From: Roman	Respond to of 18016

From teleconference call: NN will eventually deliver G1, and it will be a very significant deal. Allan did not say it, but he acknowledged that everybody expects it and ... NN is sharing new products ideas with BT and will announce about 3 of them soon NN has other deals that are to be announced soon NN's sales force thinks that the worse is over and they are very optimistic about the future. LU/ASND deal: NN is going to take advantage of distress. ALSO, NN has deep pockets (Siemens), if financial constrained is ever to be an issue. ... The list goes on

To: Dennis R. Duke who wrote (9339)	2/4/1999 9:10:00 PM
From: Chris Stovin	Read Replies (1) \| Respond to of 18016

Dennis, now I definitely want to read your book on market timing! :-) Cheers! Chris

To: Dennis R. Duke who wrote (9339)	2/4/1999 11:05:00 PM
From: WTSherman	Read Replies (2) \| Respond to of 18016

This was important news to get to the market. I respect that NN stepped up to the plate and gave it quickly. We will know tomorrow if the market respects it too. Dennis, I agree that this was a very forthright thing to do and it speaks well for the integrity of management. Unfortunately, Wall Street pays little premium for integrity unless growth and earnings are part of the package... Much as I have been tempted to stay with NN, I've avoided it every time earnings come near. Just too much history of disappointment. Good luck to all, but, I'm afraid this dawg don't hunt...