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Technology Stocks : Newbridge Networks
NN 13.69-2.5%Dec 2 3:59 PM EST
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To: micromike who wrote (9435)2/7/1999 1:00:00 PM
From: Ian@SI  Read Replies (1) of 18016
 
Mike,

This was dealt with at length by AL during the conference call.

Are you:

1. just trying to get that part of the conference call documented here?

2. showing your outstanding ability to form completely erroneous conclusions without first gathering any facts?

3. unable to understand simple English in conference calls?

Couple hints.

NN uses JIT or a JIT-like manufacturing process.

1 or more ASIC suppliers were unable to ramp up chip supply to accommodate the burst in orders that arrived near the end of the quarter.

Strategic inventory is being established to prevent this situation from recurring. Cost is not material while it provides substantial manufacturing flexibility.

Listen to the conference call for details.

Ian
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