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

To: Scripts who wrote (10433)	3/22/1999 4:01:00 AM
From: pat mudge	Read Replies (2) \| Respond to of 18016

Mr. Larkin --- Since you have no profile, I know nothing about you, but do you really rely on your broker for investing advice? If so, he must be quite exceptional. Just to be sure he really knows NN, why don't you ask a few questions. Start with NN's products --- he may know about the recent FR/ATM tests, but does he know the status of their 50-gigabit switch and how it compares to Cisco's MGX? Next ask about NN's contracts --- both those already announced and those pending. Ask him to be specific --- what products are being deployed, how they stack up against the competition, and what the orders are looking like for the quarter. Quiz him on the status of manufacturing and if they're likely to need more capacity. Ask about the new marketing EVP and if he's made any new hires. Go ahead and ask what he knows about the proposed acquisitions and how the different technologies contribute to NN's strength. If he says they take away from NN's value, walk him through each company's products and ask why they wouldn't contribute. Of course I'm assuming he knows each of the targets and what they offer --- as well as all the other answers. How else could he feel comfortable putting a price on the company? Oops, reading over your post, I see it was you who said the acquisitions would reduce NN's value as a takover candidate. In that case, why don't you explain how each would diminish the company's value. You must know the companies and their products quite well to make such a bold remark. Fire away, the podium's yours. Pat