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Technology Stocks : Newbridge Networks

NN 17.07

+0.2%

Dec 26 9:30 AM EST

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To: gbh who wrote (12371)	7/25/1999 5:30:00 PM
From: pat mudge	Read Replies (2) of 18016

Gary -- Perhaps this affected the stock late in the week: newsalert.com Do you have any way of finding out which director sold? I believe the general frustration with analysts is that the company refuses to drop hints on the quarter after having last quarter backfire when they thought they'd meet and discovered the head of operations was speaking with forked tongue. I'm guessing Alan's not taking any chances on a whisper number getting started and the bar being raised beyond his control. Consequently analysts have all become Missourians overnight. My problem is I know NN and ASND/LU are the only two companies with carrier-class IP/ATM solutions and of the two, you know who I think has superior quality. :) I see NN as a no-brainer, but the Street still wants proof they can deliver. I also think LMDS is a sleeper that will catch some by surprise. To say nothing of the 50/320. . . Cheers! Pat

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