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

To: Peppe who wrote (10036)	3/5/1999 8:04:00 AM
From: zbyslaw owczarczyk	Respond to of 18016

Peppe, 450 c$ was split between NN and ALA. WIC made the announcment and it was surprise to NN, because of its finanncial trouble. The took confidential info from NN, and after being bought by CSCO customer, who fire 50% of people, WIC decided to go with "promise" from Bosh-CSCO.Promise because there is no products from this team yet. How many time CSCO customer will buy NN customer? Very few. Looks like that only way CSCO may get contract on LMDS product they do not have(only poor prototype)is through back doors. The point is this way they can only colect the dust. Zbyslaw

To: Peppe who wrote (10036)	3/5/1999 8:31:00 AM
From: zbyslaw owczarczyk	Read Replies (1) \| Respond to of 18016

Peppe,your play is very simple. You have lern about WIC few days before WIC case was public and have shorted NN. Now you did the same with Siemens, and immediately have lots of comments base on twisted facts (like: blue and black are the same etc.) The problem is that your sources give you only noise. Regards Zbyslaw

To: Peppe who wrote (10036)	3/5/1999 10:09:00 AM
From: pat mudge	Read Replies (1) \| Respond to of 18016

It was in Newbridge's press release in June or July of 1998 that the WIC "contract" was worth $450-$500 million. They set the expectation last year. I would call that lucrative. Potentially lucrative is a lot different from lucrative and by the way the journalist phrased it, it sounded as though NN had lost revenues. The truth is they were financing the customer and had no clear view of when the job would make money. Alan made it patently clear that analysts were not to factor anything into their models for the wireless contracts. Pat