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Technology Stocks : Newbridge Networks
NN 14.21+1.7%Nov 28 9:30 AM EST

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To: vinod Khurana who wrote (7699)11/24/1998 6:15:00 PM
From: Rob Riordan   of 18016
 
Here is my short take on the conference call. I trust Pat will fill in the blanks after she has had a chance to review her notes.

New China contract will be announced tomorrow before market opens. I got the sense that this was not significant but not insignificant either.

Global One contract will be awarded before December 3 and NN will win it. (I am reading into what was said and how it was said, company did not confirm or deny this one)

TDM market remains strong. ATM WAN continues to show substantial growth.

All in all a good conference call. Who knows what tomorrow will bring . Rob
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