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Technology Stocks : Newbridge Networks
NN 16.12+1.6%Dec 8 3:59 PM EST
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To: larry pollock who wrote (15009)11/23/1999 3:32:00 PM
From: zbyslaw owczarczyk  Read Replies (1) of 18016
 
The
50 gig switch will not be generating revenues for a few quarters (under the assumption
that NN management is not overstating the expected demand for this product), right?
Since you are assuming that NN is telling the true, you should expect some revenue in Q4, ending April 2000, and meaningful revenue Q after.( last CC)
Remember 50 gig is not 0.5-1 million cnd switch, depending what is including. It is more expensive then that.
The are two reasons whay I am still here. As I said it is win -win situation.
And with my average in upper teens risk is relatively small.

Zbyslaw
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