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Technology Stocks : Newbridge Networks

NN 14.15

-1.4%

3:59 PM EST

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To: Andrew who wrote (2028)	9/7/1997 11:27:00 PM
From: Jeffrey L. Henken	of 18016

Great post Andrew! You said:<< This tells me that Newbridge has the best technology, and they are successfully making sure that potential customers know that. BT obviously must have decided that "you get what you pay for". I read a white paper on the NN/Seimens MainStreetXpress strategy, and it describes how on the surface the upfront costs may seem higher, but the long term benefits of buying their technology (i.e. highly scalable, better revenue-generating features, etc) make it far more cost efficient than "cheap" equipment from competitors. It would seem that that may not just be hype. Now just imagine if MCI, Sprint, AT&T, etc all come to the same conclusion....<< Did you read the post from the Ottawa newspaper? I believe that some of these companies have already come to this conclusion. That is to say that NN has contracts signed that have yet to be announced. The PE for NN is ridiculously high. WHY??? Because the market is looking far into the future. The future will be bright. Any pullbacks will be considered buying opportunities by me! Regards, Jeff

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