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

To: Matt Meagh who wrote (11212)	5/6/1999 11:55:00 AM
From: Rob Riordan	Read Replies (1) \| Respond to of 18016

Dips (dives) like these are only best for loading up if you had the foresight to unload some at higher prices. I like NN's long term prospects (despite what Serge thinks) but have bought and sold half of my position on the peaks and valleys. See you at the next peak! Hopefully. Rob

To: Matt Meagh who wrote (11212)	5/6/1999 12:49:00 PM
From: pat mudge	Read Replies (4) \| Respond to of 18016

I'm starting to wonder if the coal stoker has left the train. Matt --- You're point's well taken, but with a volatile stock like this, there are many chances to get in and out and in the process average down. I leave 2/3 of my position untouched and with the other third sell the peaks and buy the dips. I wouldn't call it a trading stock as the time between highs and lows can be months. As for coal stokers, I believe there will be some changes in the ranks. Now, if I were boss of the universe, I'd promote Alan to CEO and bring in a new COO and head of operations. And while I was at it I'd call K. Cyrus Hadavi, CEO of a private company Paragon Management Systems, and arrange a consultation. This company has supply chain optimization solutions already used by Lucent, Nortel, Philips, and many others. I heard their presentation at the recent H&Q conference and thought then it was a perfect fit for NN. Since 1994 the company's had 200% CAGR. SAP is one of their partners. (website: paragonms.com. ) Idle thoughts while waiting for the smoke to clear. . . Pat