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Technology Stocks : Newbridge Networks

NN 14.21

+1.7%

Nov 28 9:30 AM EST

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To: Glenn McDougall who wrote (6479)	9/15/1998 10:24:00 PM
From: nick cash	of 18016

glenn, unchanged since i added. the mkt as a whole is the wild card. it's still a show me stock. as i've stated b4, they show meaningful earnings growth and the stock will move. nn is now roughly 7 1/2% of the portfolio, which for a manager is a pretty high % (as opposed to individual investors who often take huge positions in stocks). of course, i believe it was over 20% of the portfolio b4 i sold up in the 60's.... as far as the meeting: really wanted to go as there are 2 gatherings with mgmt along with the 5 hour analyst meeting the morning of the shareholder meeting. problem is that i run a small firm and don't feel comfortable away from the market. i was @ 40% cash a week ago and have reduced that to 34% and am looking to reduce it further (still very nervous about the mkt, but some stocks are just too good to pass up @ these prices). anyway, i've been wrestling with it for the past week. all imo only....nick

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