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Technology Stocks : Newbridge Networks

NN 12.60

-0.4%

3:59 PM EST

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To: Doug who wrote (15950)	12/17/1999 1:20:00 PM
From: Tunica Albuginea	Read Replies (2) of 18016

Doug, next year the market tanks because of increased health care costs and oil prices and lack of workers which will all force Fed to raise rates. At that time all these growthÿ rates based on buying " boutique companies " with no earnings and " presumed growth rates "ÿ all predicated on a crystal ball will crash dramatically. Telcos on the other hand will invest heavilyÿ in proven technology ÿ i.e., IP over ATM ÿ with phone/adsl and cable and wireless broad band. NN will keep announcing new deals with their technology on a continuous fashion even as Flynnÿ revs the engine up. The prospects of NN get better everyday. I don't believe we need 6 Q s to make a difference. All we need are several announcements of big telcos trying outÿ and approving the 50/450 switch plus their wirelesslmds ÿtechnology and you 'll see niceÿ solidÿ points added to NN price. Meanwhile the public continues to invest in momentum" growth " internet stocks with PEs of 2000+. When the crash comes it will be as painful as the joy up, IMHO TA

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