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

To: pat mudge who wrote (9369)	2/5/1999 5:12:00 AM
From: cann11	Read Replies (1) \| Respond to of 18016

Hi pat ! How weird with $ 900 million in cash and 45 % increase in their atm orders and the global one contract on the way that people here seriously think this stock is going in the low teens!! Give me a break.Also though they didnt meet analyst expectations they didnt report a loss ! Seems pretty weird how people think this company is heading for bankrupcy .Also I forgot to mention they won a u.s military contract! The way I see it right now , is everybody is basing on analyst expectation , and that some people are reacting irrationnaly. When the global one contract will be announced all the nay sayer will be wrong!Also its funny how some people touted this company has having tremendous growth and now that they havent met analyst expectation they call this a low teen stock ! Oh wel Im long ,will remain long and my patience and confidence will pay off.The way I see it with newbridge is the same when we have a market crash , people get nervous , get scared and start selling , acting with the mass psychology of the market acting irrationally!Also it goes the same when markets get way ahead of itself investors get irrational also! Good Luck !!

To: pat mudge who wrote (9369)	2/5/1999 8:55:00 PM
From: julian hatfield	Read Replies (1) \| Respond to of 18016

>I notice from this former post that you have a keen dislike for NN. Much of what >you say is blatantly untrue leading me to question your motives. 'Keen dislike' is not how I would characterize it. I'm not as emotional about it as that term would imply. FWIW, I was long NN when the ATM products were schematics and specs through to about UB. I was a believer (even went to the ATM Year 1 and 2 conferences). Since then, though, I've mostly just been short due to management ineptitude and market forces aligning against NN. I'm sure you caught that from my earlier posts. So, having laid to rest my vile motives, is the 36170 upgrade push (referred to in my initial note as the reason for the 45% sequential growth) untrue? >BTW, not all Cisco's acquisitions have been successful. Their two DSL purchases, >for example, haven't given them a product that works. Acquisitions aren't always about products.. sometimes they are about assuring access to base technology, or buying talent, or preventing competitors from getting at the technology/people, or revectoring a like product into areas more in line with the major thrust of the acquirer. Cisco is guilty of all of these (including acquiring working product) and the bottom line is that they are king of the hill and NN is not. Other than writedowns and layoffs, what has NN got from its acquisitions. You know, only about three years separates the two from their dates of inception, yet they chose different paths in the greatest industry of our generation and ended up in vastly different strata of valuation. Even you have to admit that they both had the same chances at making it big in this business and CSCO won, largely through relentless execution and without the management missteps that plague NN on a recurring, seemingly never-ending basis. >Half truths do a disservice to us all and certainly do yourself no credit. So do selective truths. But then what makes your truth any better than mine. J.