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

To: Ian@SI who wrote (10091)	3/6/1999 4:38:00 PM
From: Chris Stovin	Respond to of 18016

If Alan Lutz lied about material facts during the conference call, he'd be guilty of securities fraud. He knows it, I know it, and Merrill Lynch knows it. Mike, Ian & ZO, I have listened to the last two conference calls and I can honestly say, Alan Lutz has not lied. This is because he has only stated that they have a good relationship whereby both Seimens and Newbridge can decide on what projects to bid on independently or together. And when they decide to work together on a project they work very well together. In other words total flexibility on either side. This flexible relationship appears to be good, strong, positive or whatever. I am sure it is a very strong flexible relationship. As a loyal Newbridger, I can tell you I AM CONCERNED. The flexibility of the Siemens relationship means Siemens, or Newbridge for that matter, can branch out into other things without affecting "the relationship"... or at least in the sense that no one, including Lutz and the top brass of Siemens, could technically describe the relationship as being in tatters. The proposed Siemens acquisitions have me really concerned, but that's for another day... Monday I believe. Let's see what happens. Chris