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Technology Stocks : Newbridge Networks

NN 16.10

-1.9%

3:59 PM EST

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To: Doug who wrote (14799)	11/19/1999 2:33:00 PM
From: fumble	Read Replies (1) of 18016

Tim: From what has been said about the Financial & Sales, it would appear the worst Q may be ahead. The CC mentioned that there will be minimal revenue from the 50G in the next qtr, possibly into the one after that. If the lower 36170 revenue is due to customers waiting for the 50G, then 36170 will also be down. That leaves LMDS and 350 DSL to pick up the slack in the top line for the next couple of quarters... Because of the continuing nature of the product transition, the stock will probably dance around quite a bit. General gloom with an occasional 'event' - a contract win here and there - perhaps even a buyout :-)

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