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Technology Stocks : Newbridge Networks

NN 15.87

+2.5%

Dec 5 9:30 AM EST

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To: zbyslaw owczarczyk who wrote (15008)	11/23/1999 3:19:00 PM
From: larry pollock	Read Replies (1) of 18016

Is it correct to say that you are hanging on to your shares because you are still expecting a miracle turnaround? What is the scorecard now, TM/NN/LUTZ have blown six out of eleven quarters? The 50 gig switch will not be generating revenues for a few quarters (under the assumption that NN management is not overstating the expected demand for this product), right? Granted, NN has stated that customers are lined up waiting for this product, but no one really knows. 3dsl will not be generating substantial revenues for some unknown time period, right? Again, you are hanging on because you expect a turnaround, correct?

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