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Technology Stocks : Newbridge Networks
NN 11.97+5.3%Nov 21 9:30 AM EST
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To: Don Beals who wrote (3114)2/5/1998 1:54:00 PM
From: Nick S.  Read Replies (1) of 18016
 
To all:

It seems clear to me that TDM is quickly going to be a thing of the past as far as NN revenues goes. On the other hand, ATM appears to be experiencing the kind of growth that could more than compensate for these revenue losses in the next several quarters. However, revenue does not equal profit. We all know that TDM has had very generous profit margins built into its price structure, but what about ATM? What are the current margins? At what rate are these margins increasing (if in fact they are)? To me, this is the key to deciding whether or not NN is attractive at these levels. I suspect it might be, but until I get a better understanding of the margins, I will wait to average down.

Thanks, Nick

PS If anyone has posted on this topic before, then my apologies. Please refer me to the reply #.
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