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Technology Stocks : Newbridge Networks
NN 15.63-3.6%Jan 5 3:59 PM EST

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To: kanta who wrote (2518)12/3/1997 11:58:00 AM
From: Geof Hollingsworth   of 18016
 
>This does not really have any similarities to what NN or CSCO are experiencing right now. <

Maybe you are right about 3com, but what about CS, or the announcement at Altera that their sales into datacom and telecom slowed dramatically in November? I think it is wise to be cautious-I own both stocks and don't plan to sell, but I sure won't be buying until there is better visibility on things like the melt-downs in the Pacific Rim.
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