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Technology Stocks : Newbridge Networks

NN 16.12

+1.6%

Dec 8 3:59 PM EST

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To: Mr.Fun who wrote (14204)	11/2/1999 3:32:00 PM
From: gbh	Read Replies (1) of 18016

Mr. Fun, thanks for the insight. The only argument I'd have is your comparison company. I think NN looks much more like CS than SHVA. SHVA's business went kaput very quickly. NN, like CS, is seeing its business whither away. I know you follow LU very closely, and its current issues with its balance sheet. Would you guess that NN (ie, Lutz) scammed last quarter's receivables for a 1 quarter reprieve? The receivables growth last quarter was very high. Also, this 8 to 10 cents nonsense is reprehensible. Anyone wanna bet the actual number is 10 or 11 cents? As if they didn't already know. As if they didn't already know a week ago. Gary

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