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Technology Stocks : Newbridge Networks
NN 16.90+0.8%11:35 AM EST
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To: thebeach who wrote (3137)2/8/1998 1:51:00 AM
From: Thomas Scharf   of 18016
 
>> This company is probably one of the best managed companies in North America.<< While I am a fan of NN and TM's over all strategy, I think you have a bit too much hyperbole here. The profit margin problems that came to a head in the most recent quarter has been obvious ever since I first bought NN about 3 years ago. I commented on it in one of my earliest posts to this thread. I believe they need to bring in someone new to clean up the manufacturing operation.

Still a long term bull,

Thomas
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