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Technology Stocks : Newbridge Networks
NN 17.07+0.2%Dec 26 9:30 AM EST
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To: Glenn McDougall who wrote (4416)5/7/1998 9:56:00 AM
From: Tunica Albuginea  Read Replies (2) of 18016
 
Glenn, " NN moving down "; maxim is stocks don't move in a straight
line. You can find any number of reasons for a stock's pull back.It is normal.
With NN and the AT&T deal however I think it is different now. I will
make a prediction: I think based on that deal, NN will now become relatively impervious to the usual market currents pulling stocks down.The reason for this is the explosive/exponential growth of The Web, Communications, and, most of all, above all else, the towering need for bandwidth and NN's leadership in large ATMs. NN is now in the drivers seat.It has the opportunity to showcase it's products to thousands of businesses who previously were only exposed to Cisco products for example.It won't be long the savvy technology officers in these companies put two and two together and buy NN's better product.One of the reasons CSCO has been doing well in the USA is because customers were essentially exposed primarily to their products.But CSCO is not an innovative co IMHO.They grow buy buying companies no because they have the top R&D dept. And in regards to the brownout AT&T can say it had nothing to do with CSCO's hardware and it was because of software problems; maybe. Or maybe not.
So now NN has a kiosk and an office sell point around the globe, everywhere AT&T is located. Soon everybody will jump in.
Can you see NN with a PE of 40 at US $ 80 - 100/share?
On the basis of these assumptions I increased my position further yesterday and will increase it further on any weakness,

TA

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