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Technology Stocks : Newbridge Networks

NN 11.97

+5.3%

Nov 21 9:30 AM EST

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To: pat mudge who wrote (14628)	11/16/1999 10:48:00 PM
From: Michael M	Read Replies (1) of 18016

Hi Pat - As always, your insights merit attention. As you know, from my previous msgs, I find NN compelling but subject to the whims of a thousand-pound personality. I have NO idea which scenario I presented will prevail - probably be something entirely different. The actual earnings number will be interesting. Will they beat the "warning number" or decide to write off the kitchen sink. Aside from the possibility of a short drop resulting from a real dud on Thursday, I think the bad news and more is already in the price of the stock. Oh well, you pays your money and takes your chances. I think I differ with you on one point. For all Terry's faults, he wasn't the one promising a rose garden the past few months - it was Mr. Lutz. Personally, I'd be more likely to buy something from the sales manager on WKRP. Hey, we all got opinions :-) Mike

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