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Technology Stocks : Newbridge Networks
NN 16.62-0.2%Dec 31 3:59 PM EST
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To: pat mudge who wrote (12432)7/29/1999 4:38:00 PM
From: zbyslaw owczarczyk  Read Replies (1) of 18016
 
Some observation about NN backlog order.
With record backlog order ( Q3 plus 115 million from Q4), NN can now play games with customers, which try to order at the end of the Q, and force NN to make better discount if
customer orders earlier.
Specifically, NN can ship against existing backlog order, and once numbers are made current
late orders will go into backlog order.

I guess this is reason why Alan did not want to used all 115 millions for current Q, to make it
looks fantastic.
He always want to have safety net.Nothing wrong with that.

Zbyslaw
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