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Technology Stocks : Newbridge Networks

NN 16.36

-0.3%

2:00 PM EST

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To: William E Hodal who wrote (1322)	4/1/1997 1:21:00 PM
From: Jeffrey L. Henken	of 18016

Great post, Great URLS, Thanks. The point that I am trying to make though is that the competition in the sector is heating up! I agree that Newbridge is the technological leader. It's just that with the current consolidation in the industry and so many American companies with ATM product lines to choose from Newbridge shares are not necessarily immune from further correction. Already we are seeing major earnings disappointments from Cascade and Fore systems. Newbridge cannot continue to miss earnings forecasts by a penny like last quarter and not be affected. While currently Newbridge is holding up well you can't expect it to outperform in this market when the sector is down. Then we come to the question of buying in the RBOC's to upgrade infrastructure. Once again the American companies might just look at the US companies product lines with a desire to buy American. Also interest rate rises slow the economy and infrastructure upgrades as well. I'm certain I'm not telling you anything you haven't already thought of so I'll close this up. Hopefully I'm wrong and NN will beat earnings estimates in the future and the stock price will rise to reflect the surprises! Regards, Jeff

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