SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Newbridge Networks
NN 11.49-8.3%3:33 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: nick cash who wrote (3014)2/3/1998 12:32:00 PM
From: Thomas Scharf  Read Replies (3) of 18016
 
I've owned NN for about 4 years now. From the beginning my biggest concern has been poor margins. Somewhere they don't seem to have a good handle on controlling costs. Now, caught in a classic product transition phase (tdm >> atm), this oversight has come back to bit us all in the a**.

I still have faith that TM has the company in the right strategic position for the long term, but he will have to take action to get costs under control. I will be a buyer once things settle down. I see the current situation as an opportunity to buy a great company at fire-sale prices.

This too will pass,

Thomas
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News