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Technology Stocks : Newbridge Networks

NN 14.21

+1.7%

Nov 28 9:30 AM EST

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To: Michael M who wrote (14233)	11/2/1999 8:19:00 PM
From: Doug	Read Replies (1) of 18016

Michael: There was an Analyst from Edward Jones discussing NN on a Cdn Business news programme. The main points were "" a:NN has company specific problems since Industry is on a roll & revenue and earnings were growing. b:Specific weakness in N.American Mkts due to Sales and non availablity of new product line to match competition. c:Future entirely dependent on new Product line."" The difficult part is ascertaining NN's new product line,dates and sales forecast. A matrix of the Carrier core and the Edge switches made by NN and the competition would be very helpful. I hope gbh, who is in the profession, will help in this regard.

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