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Technology Stocks : Newbridge Networks
NN 14.32+1.1%Jan 9 9:30 AM EST
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To: zbyslaw owczarczyk who wrote (11983)6/23/1999 8:57:00 AM
From: Peppe  Read Replies (2) of 18016
 
ZO,

So, how the analyst got 0.89?!!!!!!!!!!

My guess is CSFB, like many other analysts, have not revised their estimates on NN earnings. This is a tremendous upside opportunity for current NN shareholders.

All NN has to do is solve its supply management issues and get back on track. The fundamentals seem solid. I like the Stanford Telecom move very much, as long as the RF revenue doesn't negatively impact gross margins.

As you know ZO, the LMDS business is in its infancy and margins in the first couple of years will be tight.

Cheers,

Peppe
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