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Technology Stocks : Newbridge Networks
NN 11.36-9.3%3:59 PM EST
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To: pat mudge who wrote (4242)4/26/1998 12:00:00 PM
From: Ian@SI  Read Replies (2) of 18016
 
Pat,

Re Analysts: Agree that even the known analysts from reputable organisations deserve a healthy dose of skepticism. Unknown analysts from unknown organisations, IMO, aren't worth reading.

In the post given, we have a few observations which are completely devoid of any useful analysis whatsoever.

For example, the observation that inventories are up, Is this good or bad. We know that NN is undergoing a product transition phase. Inventory levels almost always go up in those circumstances. i.e. - a new product is being added. The company must have some new stuff before it can sell it. At the same time, existing customers using existing products must be supported until they complete their transitions to new products.

Any "analyst" who suggests a stock should be sold simply because the magnitude of inventory has increased will miss out on every significant growth opportunity at companies which have a major manufacturing component.

FWIW,
Ian.
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