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Technology Stocks : Newbridge Networks

NN 17.04

-0.8%

Dec 24 12:59 PM EST

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To: Jeffrey L. Henken who wrote (2517)	12/3/1997 11:06:00 AM
From: kanta	Read Replies (3) of 18016

The tough part of playing the high-tec industry is that all companies in the sector are inter-related in terms of stock prices. One company has some bad news- they all tank. Looking at the news out from 3com- they have excess inventories in their marketing channels and such will not be shipping much new product for coming quarters. This does not really have any similarities to what NN or CSCO are experiencing right now. These two companies are distinctly strong in this field and are quite strong in their growth. This is a great buying opportunity of NN and CSCO. Kal

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