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Technology Stocks : Newbridge Networks
NN 14.21+1.7%Nov 28 9:30 AM EST
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To: nord who wrote (9643)2/14/1999 1:48:00 PM
From: Doug   of 18016
 
nord: In brief, between the 3 reports,the lowest existing ATM market share for NN is 21%. Therefore one can conclude:

a:If NN retains existing market share. NN's Growth rate should be 21% but declining TDM revenue needs to be accounted for.

b:If its market share decreases : NN growth rate will be less than 21%.

As an Investor it appears that the chances of NN's growth rate being pegged under 21% is high especially because the 3 others (LU,NT an CSCO) will make a frontal attack to increase market share to sustain their 15% growth.

This analysis indicates that the COO's prediction of revenue doubling by Y2k+1 does not appear feasible under the current configuration.
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