SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Newbridge Networks -- Ignore unavailable to you. Want to Upgrade?

To: pat mudge who wrote (10152)3/8/1999 11:53:00 PM
From: Doug  Read Replies (2) | Respond to of 18016
 
Pat: Investors in Siemens and NN have no choice of derivatives regarding the various Depts. The shares of these Companies are traded on their holistic valuations. The relative prices of both these Companies are dictated exclusively by their total earnings/revenues.

We have ample proof in this quarter that NN is far more sensitive to any slow down in sales by the major partner in the Alliance. If there is a further decline in sales thru Siemens and that sales is not compensated for, NN will be mauled .Siemens will at worst be grazed lightly.

For the time being,Siemens has assured us that the Alliance is intact.I hope it means the sales percentage will either hold or improve.



To: pat mudge who wrote (10152)3/9/1999 7:35:00 AM
From: Peppe  Read Replies (1) | Respond to of 18016
 
Pat,

Good rebuttal. My thinking was more along the short term impact on the stock. But at the end of the day, the customer rules and Siemens has to deliver NN products into established NN ATM networks. That gives NN some security in their relationship.

Let's just say the relationship is important to both companies.

Cheers,

Peppe


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News