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Technology Stocks : Newbridge Networks

NN 16.36

+1.5%

Dec 9 3:59 PM EST

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To: pat mudge who wrote (11193)	5/6/1999 8:28:00 AM
From: bay aufarb	Read Replies (2) of 18016

Something fundamental in this concern regarding backlog doesn't make sense to me. If a firm is one month behind in filling orders, that would be picked up in the following quarter. If they remain one month behind consistently, each quarter will still reflect three months in sales. Only the first quarter in which they fall back should reflect a significant shortfall. I do understand that if growth in sales is exponential month over month, than the effect of a one month backlog may be significant but in the long run I would expect that it would all even out. Am I missing something?

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