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Technology Stocks : Newbridge Networks
NN 14.52+6.1%3:59 PM EST
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To: Ian@SI who wrote (9057)1/15/1999 11:15:00 AM
From: pat mudge  Read Replies (1) of 18016
 
IMO, NN is a young and growing company, well positioned in the most rapidly growing business sector (I still have a tough time calling the Internuts a business sector) with a desirable and market share leading set of products.

Again, IMO, 2 things will drive above market growth for NN.

1.The bandwidth revolution that's sweeping the world.

2.Their Leading Edge set of products for the niches in which they compete.

Having Lutz and a professional Sales team certainly doesn't hurt their prospects. Rather it is just now starting to allow NN to show its true potential.

I couldn't agree more. TM predicted the growth of ATM long before his competitors, he prepared for it, and obviously wasn't willing to sell out too early too low. You can only do that when you know what cards you're holdinig.

pat
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