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Technology Stocks : Newbridge Networks
NN 12.60-0.4%Nov 17 3:59 PM EST
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To: jeff greene who wrote (13472)9/29/1999 11:16:00 AM
From: Ian@SI  Read Replies (1) of 18016
 
Some interesting numbers on the summary page...
It appears that there's a huge amount of upside to Merrill's estimate.
And Merrill isn't that far off the consensus. IMO, this bodes rather well for NN as revisions or surprises would tend to be to the upside.

++++++++++


Estimates (Apr) 1999A   2000E   2001E
EPS:            $0.91   $1.30   $2.02
P/E:            42.3x   29.6x   19.1x
EPS Change(YoY):        42.9%   55.4%
Consensus EPS:          $1.37   $2.00
(First Call: 20-Sept-1999)

Book Value/Share (Apr-1999): C$8.49
ROE 2000E Average: 11.5%

Est. 5 Year EPS Growth: 20.0%


Investment Highlights:
· Is time to re-consider Newbridge? Yesterday
the company announced several significant
contracts and held an upbeat analyst meeting.

· This improves our confidence in the
company's prospects and we would encourage
investors with a higher risk tolerance to take a
closer look.

· However we are still waiting for at least one
more quarter of in-line or better numbers as
well as well as execution of the new product
strategy before having a more favorable view
of the stock.
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