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Technology Stocks : Newbridge Networks

NN 16.82

+2.8%

3:33 PM EST

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To: pat mudge who wrote (5656)	7/22/1998 2:08:00 PM
From: MD Bryant	Read Replies (2) of 18016

That said, assuming that estimate was conservative, we could be looking at +.05 per share on the Q related to G & A expense reduction alone. I doubt R&D will be reduced (unless we account for reduced R&D related to UB Networks) AT&T, C&W, and BT should also be healthily contributing to this quarter also. The Analysts may be underestimating the impact of the AT&T deal; they are using numerous NN technologies, including CSI. newbridge.com Take another look. Pat, any ideas on who the top 3 carriers are in Asia Pacific?

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