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Technology Stocks : Newbridge Networks
NN 16.41-1.7%Dec 12 9:30 AM EST
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To: pat mudge who wrote (13698)10/17/1999 6:23:00 PM
From: gbh   of 18016
 
Yes, I've had to be patient. But I've raised three kids and know you don't throw them out when they hit the terrible twos or even more when they hit puberty.

I'm between the two now. You mean to tell me it gets worse. :) Two girls, 6 and 9.

Now, I'm sorry you're disappointed in my analysis of LU, but, frankly, the disappointment runs both ways.

The comparison to LU is meant to illustrate that even if all the fundamental factors fall into place, the balance sheet will then come into question (I would assert it already has). How can AR exceed revenue? This essentially means they are shipping product without getting paid for more than 90 days. It could be just a one quarter blip. Or it could possibly mean they stuffed customers with product, with long term payment plans to make the previous quarter's numbers. This generally can't last more than a quarter (possibly two) before it comes back to haunt, as that dust collecting product finally gets deployed.

These are just some issues to keep in mind as we try to figure out why the stock has essentially "crashed" (same decline roughly as WCOM) from the previous "beat the street" number. Sometimes one needs to dig a little deeper than the earnings per share number everyone seems so enamored with.

Gary
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