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Technology Stocks : Newbridge Networks
NN 11.97+5.3%Nov 21 3:59 PM EST
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To: Frank Ferrari who wrote (14241)11/2/1999 9:37:00 PM
From: Ian@SI  Read Replies (1) of 18016
 
Frank,

There's absolutely no way I would consider taking any advice from either of the people on my Ignore list.

That's why they're there.

A bear with an intelligent, coherent and accurate argument would be a very different story. That input would be welcomed.

Need I point out that even a broken watch gives an accurate reading of the time twice a day.

If you listened to the Warning conference call, you'd know that:

1. The quarter was flat(revenues) due to a disappointment in North America where 2 very large orders didn't close during the quarter. Guess what's likely to happen in the current quarter. And Alan Lutz will get zero credit.

2. Growth in other regions was strong sequentially.

3. Yr over Yr growth for the Q was 80%.

4. LMDS / LMCS is within 2 quarters, perhaps 3 or emerging from trials and entering absolutely huge production rollout.

...

Yet the flavour from the broken records is that NN was, is and always will be a POS. I completely agree that it's more consistent at missing estimates than making them. Yet when I look at full year stats for the past five years plus, I see an incredible growth story unfolding, unnoticed.

Re the shorts saving me some money: If I don't buy, or I don't sell, the shorts will have absolutely no affect whatsoever on my money.

Ian.
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