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

To: Freeflight who wrote (11316)	5/8/1999 2:22:00 PM
From: Rhys Roberts	Read Replies (3) \| Respond to of 18016

Freeflight, You again don't seem to realize what's going on at NN. And you also seem to have dropped the utter crap about cooking the books. He pushes intellectual property out to form new companies and doesn't let NN benefit a red cent This is absolute nonsense. Newbridge owns stakes ranging I believe from 25-50% in all of these affiliates. However they are not core technologies so instead of developing them in house they allow VCs (venture Capitalists) to share in the development costs. Allowing Newbridge to skip out on some of the bill. Over the past few years NN has benefited from its role as part owner instead of being an all out owner of these companies. . I hope someone takes action on this soon. What? Newbridge gets shares which mean we the shareholders own these companies there is absolutely nothing wrong with this. In fact many companies do this. Nortel for example has spun off Entrust technologies which does network security. Investors lose big Sound more like you lost big by buying at the wrong time TM has a formula to take care of himself and a few inner circle around him...just like the pattern of behavior TM showed at Mitel. You obviously didn't read the article I posted (it was a pain in the butt to scan it so please read it) At Mitel TM actually tried to sell the company on ATM but British Telecom REFUSED So in that case it was BT not TM that screwed the investor TM preannouce ATM 2 years before it was shipping...killing existing revenue streams This is not accurate. TM announced Newbridges commitment to ATM a year before the introduction of the 36170. However TDM sales GREW each and every quarter between his announcement and the 36170s initial deployment. TDM Sales have only fallen more recently and because their sales fell off more dramatically than anyone expected (includeing DataQuest) they affected NN bottom line. Face it NN is a side show at the circus and we don't trust their financial reporting, but someone will buy them for RBOC penetration What's wrong with their reporting? Come on! they announced a crappy quarter! What do you think happened? that they actually did better and aren't telling us! And if you believe that their RBOC penetration is the only thing going for Newbridge then your are indeed short sighted. . This is the only spike you will see. Time will tell Rhys