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Technology Stocks : Newbridge Networks
NN 15.49+6.7%3:59 PM EST
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To: pat mudge who wrote (4724)6/1/1998 5:24:00 PM
From: Peppe  Read Replies (2) of 18016
 
Actually Pat I think the statement was very bold and not totally unfounded. Consider the following:

1- CSCO, LU and NT, by far the three largest communications equipment providers, are preaching Gigabit and even terabit routers as replacements in Service Provider's cores. A paradigm shift in the making that COULD hurt Newbridge very dearly.

2- NN's lowsy record of making their numbers the last 3 quarters.

3- NN's lack of a layer 3 story after the UB fiasco.

4- NN's relatively small size, compared to the afore-mentioned networking giants.

IMHO, as a Canadian investment firm, they were quite gutsy to make the statements they made and dare I say, not that far off the mark. (At the risk of being flamed by this thread ...)

Let tomorrow's numbers tell the story,

Good luck to all,

Cheers,

Peppe

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