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Technology Stocks : Newbridge Networks

NN 11.97

+5.3%

Nov 21 9:30 AM EST

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To: Ian@SI who wrote (14243)	11/2/1999 11:14:00 PM
From: WTSherman	Read Replies (1) of 18016

Yr over Yr growth for the Q was 80%. Where'd you get this? The press release says Europe was up 40% y/y and NA was flat. Do you think the whole company was really up 80% in revenues y/y??? Moreover, I don't understand how anyone could listen to the CC and give any credence to what was said. Do you not recall the past CC's? How about "sales are lumpy", remember those excuses? How about, "sales are great, but, production is messed up"??? That was only a couple of quarters ago... Based upon that CC, production was supposed to be in full gear by now and all those backlogged orders should have been shipping... Except, there weren't a whole lot of backlogged orders. The real truth is that every time these folks fail to meet the expectations that THEY established they come back with some new set of excuses and the old "its really looking up for the next couple of quarters, though". If you don't think this company is in trouble you aren't clueing in to what's going on...

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