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Technology Stocks : Newbridge Networks

NN 16.41

-1.7%

Dec 12 9:30 AM EST

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To: gbh who wrote (13725)	10/18/1999 9:19:00 PM
From: akmike	Read Replies (1) of 18016

Gary-you may well be correct about the guidance going out and about some channel stuffing in the past quarter. Without having inside information, another case could be as plausible: that inventory was intentionally built to counter the production bottleneck of the recent past and large carrier purchasers of atm gear took advantage of the competitive marketplace to pay invoices even more slowly than normal (which isn't always that fast), and Asian purchasers negotiated better payment terms on legacy gear. We will get a better feel as we go down the road. It's even likely that your speculation will cause the questions to be addressed in the next cc. Thanks for your thought-provoking posts. Best regards, Mike

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