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Technology Stocks : Newbridge Networks
NN 14.91+3.8%2:05 PM EST
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To: Jeffrey L. Henken who wrote (2049)9/10/1997 10:12:00 PM
From: James Chan   of 18016
 
Jeffrey, NN is the only networking stock didn't get clobbered to-day. At one point the stock was down more than a point and a half, then recovered some after the GoodNet's anouncement.

NN may differentiate itself from the "LAN" players, which include CSCO, COMS, ASND, BAY, etc., and is more of a "WAN" player, which includes the biggies of LU and NT. Please do not read too much into this, just try to say that each company has its own priority and "nich" areas.

Will NN hang on to its recent gain ?

JC

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