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Technology Stocks : Newbridge Networks

NN 13.98

+0.9%

Nov 26 3:59 PM EST

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To: Mark Kubisz who wrote (4965)	6/5/1998 12:42:00 AM
From: pat mudge	Read Replies (1) of 18016

Mr. Powers said Newbridge is facing tougher competition from new products launched by rivals such as Lucent Technologies Inc., Cisco Systems Inc., Northern Telecom and Ascend Communications Inc. That's not a bad article. And we all know the competition is there and that NN can meet it. As Mr. Lutz said, "Newbridge has a wonderful portfolio of technology. . . the next one or two quarters will be dedicated to improved execution." It appears most analysts are in listen-only mode when it comes to backing the company. I spoke with one of H&Q's analysts yesterday and asked what would make them change their rating and he said an uptick on CSI architecture. [Need someone to explain.] I then asked if they'd included any China (Guangdong) revenues in their model, and he said, no. Since TM mentioned both as having improved growth, it seems to me there's a lot of room for upside. BTW, I'll be talking to some of NN's management at the show and plan to ask for clarity on the conference call versus analysts' responses. Later --- Pat

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