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Technology Stocks : Newbridge Networks

NN 16.61

+3.1%

3:10 PM EST

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To: zbyslaw owczarczyk who wrote (16455)	1/11/2000 11:13:00 AM
From: James Calladine	Read Replies (1) of 18016

This is the type of contract that NN is emotionally well positioned to benefit from. It is my opinion (not supported by fact) that in many parts of the world (such as China) customers want to get contemporary Comms gear but do NOT necessarily want to purchase from the LU's and CSCO's of this world. If NN can capitalize on this, and the relatively unwired situation of the host customers, it should be able to do just fine. So do they have the product line to do this? It seems so. Do they have the marketing, distribution and sales capability to do this? Less sure about that.....? Opinions? Best wishes, Jim

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