Newbridge Networks Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Newbridge Networks

NN 16.87

+4.7%

Dec 16 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: pat mudge who wrote (13696)	10/17/1999 3:31:00 PM
From: gbh	Read Replies (1) of 18016

Pat, you obviously don't follow LU very closely. Do you seriously believe that LU's stock decline is to WCOM's (which by the way, IMO, is largely due to the FON acquisition)? For all the analysis you do in NN (and I appreciate), I'm disappointed. Rightly or wrongly, LU's whole "pitch" of being able to grow earnings at 20% (as stated by McGinn many times) is being questioned widely. This is mainly due to people opening their eyes to some questionable accounting. And you have cautiously avoided my real question. What are your views on the NN balance sheet as relates to AR and inventories as a percent of revenue? Thanks. Gary

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next