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Technology Stocks : Newbridge Networks

NN 11.97

+5.3%

Nov 21 9:30 AM EST

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To: David Culver who wrote (4658)	5/28/1998 1:34:00 PM
From: pat mudge	of 18016

Should this not be good for NN since NN has major contracts with C&W. I see it as extremely positive. NN has contracts with MCI and C&W, so it's a win-win. I'm hoping TM's UK ties come into play even more as C&W finds its way into the US market. TM being comfortable on both sides of the Pond will be a strong ally. Today's Morgan Stanley-Dean Witter morning call analyzes different segments of technology and gives networking and telecommunications equipment positive comments: >>> . . . problems in the storage area are a plus for the Internet companies. . . problems in the other groups are benefitting the telecom equipment group. Carrier growth is higher than expected. Second-line growth, deregulation, and data are driving growth. . . >>>> Later --- Pat

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