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


To: Peppe who wrote (11304)5/7/1999 3:41:00 PM
From: Tunica Albuginea  Read Replies (2) | Respond to of 18016
 
Peppe,Congrats to the true blue believers who bought on this recent dip. Your faith and
courage is beyond my comprehension, but it seems to be working for you .

What encouraged me to buy is the speed with which NN has rebounded from the bad news of a few days ago. I have been though all the NN bad announcements ( ~ 4 ? ) since 1995 and this is the fastest ever. And it happened on a bad market days; with market jitters all over; at the same time Pairgain goes up; somebody ( " the all knowing market " ) out there,<g> IMHO ,knows something.
In investing, it is always dark before the dawn and one has to make aggressive decisions for any worthwhile gains.
It will take several weeks analysts to realize what the hell is going on and start asking some more informed folks and actually do some DD rather than lap up unquestionably what somebody tells them. I think loyal NN holders will be rewarded.
In fact NN may not need to sell. They need to focus their attention to the now wide open market to them and start working overtime and building capacity to ramp up production. Something like INTC <g>.
Terrence M. needs to also pay closer attention to biz. and to NN shareholders stock to get it up; he has a fiduciary responsability I think. I think that now that CSCO is out, with Lutz on board, Lutz will get NN moving in the right direction. In any biz, I think, technology is 50% and management is 50%.

TA