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

To: Peppe who wrote (10035)	3/5/1999 8:00:00 AM
From: John Lee	Respond to of 18016

To all, Does Siemens' intention to acquire stakes in Argon, Accelerated & Castle Networks compliment or supplant NN's products and services? JL

To: Peppe who wrote (10035)	3/5/1999 10:05:00 AM
From: pat mudge	Respond to of 18016

There's a lot of promise in Newbridge's future. I just want to see some solid results before I buy it. Fair enough. I prefer to research the kazoos out of a company and then get in before the crowd. Some times I have to wait a long time to see any gains, other times the ride begins right away. Most, however, have many starts and stops and reversals before they leave the station for good. I believe NN's ready to pull out but, of course, I could be wrong. Pat

To: Peppe who wrote (10035)	3/5/1999 11:33:00 AM
From: Ian@SI	Respond to of 18016

There's a lot of promise in Newbridge's future. I just want to see some solid results before I buy it. Did you ever consider that this might be a fatal flaw in your investment strategy? When you have all your conditions met, NN will already be at a new high. ... and you'll have left a lot of money on the table. On the other hand, you could look for a good company, which has been punished, fairly or unfairly; then use the one advantage that we have over fund managers - we don't have to file quarterly or annual reports with anybody. If our quarterly or calendar year results suck, it doesn't matter. We can wait 1, 2 or more years for a stock to become fairly valued again. FWIW, Ian.