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Technology Stocks : Newbridge Networks

NN 17.04

-0.8%

Dec 24 12:59 PM EST

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To: thebeach who wrote (4191)	4/22/1998 10:06:00 PM
From: Technopeasant	Read Replies (2) of 18016

I was struck by the wolf reference. I had been thinking that the Newbridge of old was a little like the proverbial boy who cried wolf. Time and again there announcements which had little of real substance, according to the (frequently correct) critics. The word "hype" was frequently used. Then came the fall from grace. Perhaps the company has learned and decided to wait until the wolf is well and truly among the sheep, and will then let others try to raise the alarm. Many of the news items we've scratched up have not come from Newbridge itself, and most of them will only begin to impact revenues in Q3 and Q4, so there is still a long time before we see their real bite. The next $ announcement may well be flat. The last results (or maybe it was in the conference call) did refer to some limited further costs associated with the UB writedown, and these may well be included in the next Q. I have no inside information.

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