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Technology Stocks : Newbridge Networks
NN 13.98+0.9%Nov 26 3:59 PM EST
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To: gbh who wrote (12988)8/25/1999 1:54:00 PM
From: Glenn McDougall  Read Replies (1) of 18016
 
Gary, what I like is earnings 2 cents above street estimates. Market share increasing. Purchases of good companies like Stanford. A faster 36170 (50) with a even faster 320 in the spring. A new more focused management. The company taking a conservative posture. Alan bullish on LMDS when by all accounts he was very positive prior to the CC.

Don't get me wrong AR and inventory issues are important but we should keep them in perspective.

Regards
Glenn
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