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Technology Stocks : Newbridge Networks

NN 16.87

+4.7%

Dec 16 3:59 PM EST

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To: gbh who wrote (13727)	10/19/1999 2:59:00 AM
From: pat mudge	Read Replies (1) of 18016

From NN's conference call on August 24, 1999: Q: Was strength in NSA b/c of SBC or beyond? A: SBC was largest customer. NSA had double digit growth. Q: What about DSOs? A: We fixed operations this quarter. We're working on this, especially in Asia. Large accounts have been collected since the close. DSOs would have been close to last quarter. Q: Tight controls continue? Gross margins? A: Gross margins to improve 20 basis points per quarter. Continued emphasis on cost control. Q: Of $475 million, how much was from 4Q and from 3Q? A: All $115 from 4Q we shipped. Backlog was flat. We maintained level of backlog we had at beginning. Q: Inventory numbers? A: We made conscious decision to increase inventories. Will keep expectations in line. Increased raw material as well. . . . .

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