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Technology Stocks : Newbridge Networks

NN 13.63

-2.9%

11:34 AM EST

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To: Glenn McDougall who wrote (9801)	2/23/1999 7:30:00 PM
From: Doug	Read Replies (1) of 18016

All: Based on the Q&A,here are some excerpts . a: NN is now a Real world Networking Company, I.P Centric devoted too Holistic I.P. b: Phase 1 viz new Org chart completed with appointment of 6 V.Ps and 3 product lines. c:Phase 2 now being implemented will expand Marketing,Employee compensation, Sales etc. d:New WAN products now in Lab trials and will be announced shortly. e:ATM/IP growth 45% in terms of revenue. f:Current earnings 280m ATM and 165m TDM,10m LAN. g:Existing Sales 52% in USA,34% Europe/Africa, 14% Asia. h:TDM sales in S.America mainly thru agreements with Siemens & other Agents. j:G1 announcement tied up with Global/Sprints desire to mantain silence regarding tech details of their Networks. k:Siemens joint agreements result in about 20% revenue. Agreement is live and well and open to annual review. Each Company is free to develop its own products. l: Growth projected at 45%. By and large Analysts were not aggressive during the Q&A. And now the defining Moment- BUY:HOLD:SELL ; that decision is still entirely yours.

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