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Technology Stocks : Newbridge Networks
NN 12.64+3.2%Nov 14 9:30 AM EST
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To: pat mudge who wrote (13561)10/8/1999 11:05:00 AM
From: Ian@SI  Read Replies (1) of 18016
 
Sooner or later, the market just might realize that the reason that HIFN isn't selling much to LU/ASND is the WCOM fiasco with their equipment / processes.

And they might then jump to the amazing conclusion that ATM is alive and well and growing strongly.

Then they might be bright enough to ask themselves, "Now who, just who, might be getting the LU/ASND business? and Who, Just WHO, is getting the extraordinary growth?".

Last time I heard, there were only 2 other major players: NT/BAY and NN. And NN was growing much faster than the market at large.

Consider this a buying opportunity.

Ian.

P.S. If I ever form an opinion, I'll let you and the rest of the thread readers know. ;-)
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